Emily Constance Lewis
Investment adviser representative at Ballentine Partners
10 yearsExperience
2 statesRegistered in
$15.3BFirm assets
16 yearsFirm in business
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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, LLCMar 2026 to now
- Connecticut InnovationsOct 2025 to Mar 2026
- Maternity LeaveMay 2025 to Oct 2025
- Connecticut InnovationsOct 2024 to May 2025
- Silk Grass FarmsMay 2024 to Aug 2024
- Builder's VisionJan 2024 to Apr 2024
- Yale School of ManagementAug 2023 to May 2025
- UnemployedOct 2022 to Jul 2023
- Bridge IndustrialJul 2021 to Sep 2022
- Bofa Securities, Inc.May 2019 to Jul 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2016 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (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
- 6504775
- Firm CRD
- 152802