Robert William Paone
Investment adviser representative at Ballentine Partners
13 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$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
13 years in the industry.
- Ballentine Partners, LLCSep 2025 to now
- LPL FinancialApr 2021 to Aug 2025
- Shepherd Financial Partners, LLCApr 2021 to Jun 2024
- Brown Brothers HarrimanMar 2018 to Apr 2021
- Salem Five BankJul 2017 to Feb 2018
- Ymca of the North ShoreSep 2016 to Dec 2016
- Rapid LiquorsMay 2016 to Dec 2019
- Endicott CollegeSep 2013 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (FL, MA, NH).
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
- 6348597
- Firm CRD
- 152802