Ivan Caballero
Investment adviser representative at Ballentine Partners
8 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
8 years in the industry.
- Ballentine Partners, LLCJun 2023 to now
- Fpm Iowa State UniversitySep 2022 to May 2023
- Mitchelle, Vaught, and Taylor Investment AdvisorsMay 2022 to Jan 2023
- Iowa State BookstoreNov 2019 to Apr 2020
- Iowa State UniversityAug 2019 to May 2023
- UnemployedMay 2019 to Aug 2019
- York Community High SchoolAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 7334461
- Firm CRD
- 152802