Connor O'brien
Investment adviser representative at Ballentine Partners
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$15.3BFirm assets
Are you Connor O'brien? Claim your profile
Contact this firm
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
12 years in the industry.
- Ballentine Partners, LLCJun 2026 to now
- PathstoneJun 2021 to Jun 2026
- UnemployedJun 2020 to Jun 2021
- Ropes & Gray LLPApr 2019 to Jun 2020
- UBS Financial ServicesJun 2018 to Mar 2019
- Stonehill CollegeAug 2014 to May 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (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
- 6816026
- Firm CRD
- 152802