Alexa Steriti Carbone
Investment adviser representative at Ballentine Partners
13 yearsExperience
4 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, LLCDec 2019 to now
- Capital Impact AdvisorsJul 2019 to Nov 2019
- Brown Brothers HarrimanJul 2017 to Jun 2019
- Union CollegeJun 2013 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 4 states (FL, MA, NH, TX).
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
- 6637680
- Firm CRD
- 152802