Cristian Tallarico
Investment adviser representative at Ballentine Partners
10 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
10 years in the industry.
- Ballentine Partners, LLCMay 2026 to now
- Mtm Printing CoJun 2025 to Aug 2025
- A. SchaufelbergerJun 2024 to Sep 2024
- Lawrence UniversityAug 2023 to Apr 2026
- Equans AgJun 2023 to Sep 2023
- UnemployedJun 2021 to Jun 2023
- Schweizerische Sportmittelschule EngelbergSep 2017 to Jun 2021
- Kust- Und Sportschule ChamJul 2016 to Aug 2017
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
- 8312322
- Firm CRD
- 152802