Benjamin Edmund theodore Daly
Investment adviser representative at Ballentine Partners
10 yearsExperience
2 statesRegistered in
CFP® certification, CFADesignations
$15.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Ballentine Partners, LLCOct 2021 to now
- Cambridge AssociatesJan 2020 to Oct 2021
- Cabot-wellingtonJun 2016 to Dec 2019
Designations
- CFP® certification
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (FL, MA).
Ballentine Partners
Legal name: Ballentine Partners, LLC
$15.3BAssets managed
353Clients
90Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5991112
- Firm CRD
- 152802