Evan Mark Soraci
Investment adviser representative at Ballentine Partners
11 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
11 years in the industry.
- Ballentine Partners, LLCJan 2019 to now
- Bank of AmericaJun 2018 to Aug 2018
- Strategic Retirement PartnersMay 2017 to Dec 2017
- Bryant UniversityJul 2015 to May 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
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
- 6818175
- Firm CRD
- 152802