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Stella Joslyn Henderson

Investment adviser representative at Ballentine Partners
12 yearsExperience
3 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

12 years in the industry.

  1. Ballentine Partners, LLCFeb 2025 to now
  2. Bella BravaNov 2024 to Feb 2025
  3. UnemployedOct 2024 to Oct 2024
  4. The LexingtonJul 2024 to Sep 2024
  5. Spruce Street NurseryJul 2024 to Aug 2024
  6. UnemployedJun 2024 to Jun 2024
  7. Tufts UniversityAug 2023 to May 2024
  8. The Fletcher SchoolAug 2022 to May 2024
  9. UnemployedJul 2022 to Jul 2022
  10. Industrial Economics IncJun 2020 to Jul 2022
  11. Tufts UniversityAug 2016 to May 2020
  12. Xtreme JuiceAug 2014 to Dec 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

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
8066631
Firm CRD
152802
Advisor's SEC record (opens in a new tab)
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