Caroline Caldwell
Investment adviser representative at Balentine
15 yearsExperience
1 stateRegistered in
$5.5BFirm 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Balentine, LLCOct 2024 to now
- Bank of America, N.A.Jun 2023 to Oct 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2021 to Oct 2024
- Virtual Properties RealtySep 2020 to Nov 2020
- Crain Law, LLC / Athens Historical PropertiesJul 2020 to Aug 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2020 to May 2020
- SpanxMay 2019 to Aug 2019
- Centene Corporation / Peach State Health PlanMay 2018 to Aug 2018
- Georgia Institute of TechnologyAug 2017 to May 2021
- Clarke County School SystemAug 2011 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (GA).
Balentine
Legal name: Balentine LLC
$5.5BAssets managed
464Clients
18Advisers
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
- 7215051
- Firm CRD
- 152511