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Kyle Schaffer

Elected Manager at Ballentine Partners

Investment adviser registrationWaltham, MASEC record checked 18 October 2026

23
Years in the industry
16
Years at the firm
2
Adviser firms
3
State registrations

IAPD record retrieved 18 October 2026SEC record

Kyle Schaffer holds the title Elected Manager at Ballentine Partners, LLC, a Waltham investment adviser managing $15.3B. Kyle Schaffer has been registered through Ballentine Partners since 22 February 2010 and has 23 years in the industry across 2 firms.

Role at Ballentine Partners

Title on Schedule A
Elected Manager
Control
Kyle Schaffer is a control person of Ballentine Partners.
Ownership
An individual ownership band is not available in the source record.
Tenure
Kyle Schaffer has held the filed role since January 2010.

The firm

Ballentine Partners, LLC
Waltham, MA

Form ADV filed 23 September 2026

$15.3B AUM353 clients87 advisers5 offices

Career on record

Kyle Schaffer has been registered through Ballentine Partners since February 2010.

Firms and exams, newest first
  1. Ballentine PartnersCurrent
    – present · 17 years
    Waltham, MA · Adviser representative · Firm CRD 152802
  2. Ballentine Finn & Co Inc
    – · 7 years
    Waltham, MA · Adviser representative · Firm CRD 108853

Registrations and exams

Kyle Schaffer has a current investment-adviser registration in Florida, Massachusetts and New Hampshire and has passed 0 qualifying exams.

Florida21 December 2015
Scope
Investment adviser representative
Status
Approved
Massachusetts23 February 2010
Scope
Investment adviser representative
Status
Approved
New Hampshire20 March 2026
Scope
Investment adviser representative
Status
Approved

Examinations

No examinations are on Kyle Schaffer’s record.

Individual record

Full name
Kyle Judge Schaffer
CRD
4623814
Firm
Ballentine Partners, LLC
Registration status
Investment adviser registration
Office
230 THIRD AVENUE, 6TH FLOOR, Waltham, MA 02451

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does Kyle Schaffer work?

Kyle Schaffer has held the title Elected Manager at Ballentine Partners, LLC since January 2010, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 23 September 2026

Is Kyle Schaffer a financial advisor?

Yes. Kyle Schaffer has a current investment-adviser registration in Florida, Massachusetts and New Hampshire, through Ballentine Partners since February 2010, as of 18 October 2026.

Source: IAPD individual record, checked 18 October 2026

How many years of experience does Kyle Schaffer have?

Kyle Schaffer has worked in the financial industry for 23 years as of 18 October 2026, counted from 22 January 2003, across 2 adviser firms.

Source: IAPD individual record, checked 18 October 2026

Where is Kyle Schaffer based?

Kyle Schaffer’s registered office is in Waltham, MA.

Source: IAPD individual record, checked 18 October 2026

Leadership at Ballentine Partners

Sources

  1. IAPD individual record, CRD 4623814. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Ballentine Partners, LLC, filed 23 September 2026. Title, control and ownership bands.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Kyle Schaffer or Ballentine Partners, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.