Rosella Mary Cecil
Investment adviser representative at Ballentine Partners
12 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
12 years in the industry.
- Ballentine Partners, LLCJun 2025 to now
- Ballentine Partners, LLCJun 2024 to Aug 2024
- Woodwell Climate Research CenterJun 2023 to Sep 2023
- Ymca BostonJun 2022 to Aug 2022
- Fordham UniversitySep 2021 to May 2025
- EquinoxSep 2021 to Jan 2022
- Ymca BostonJun 2021 to Aug 2021
- Ymca BostonJun 2020 to Aug 2020
- Beaver Country Day SchoolSep 2014 to Jun 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8120025
- Firm CRD
- 152802