Role at Ballentine Partners
- Title on Schedule A
- Chief Investment Officer
- Control
- Peter Chiappinelli is a control person of Ballentine Partners.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Peter Chiappinelli has held the filed role since March 2023.
The firm
Form ADV filed 23 September 2026
Career on record
Peter Chiappinelli has been registered through Ballentine Partners since February 2022.
- Ballentine PartnersCurrent– present · 5 yearsWaltham, MA · Adviser representative · Firm CRD 152802
- Passed SIE · 2018
- Passed Series 24 · 2008
- Passed Series 63 · 2007
- Passed Series 7 · 2005
Registrations and exams
Peter Chiappinelli has a current investment-adviser registration in Florida, Massachusetts and New Hampshire and has passed 4 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| Florida | Investment adviser representative | Approved | 1 May 2023 |
| Massachusetts | Investment adviser representative | Approved | 16 February 2022 |
| New Hampshire | Investment adviser representative | Approved | 16 February 2022 |
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 23 January 2007 |
| Series 24 | General Securities Principal Examination | 8 August 2008 |
| SIE | Securities Industry Essentials Examination | 1 October 2018 |
| Series 7 | General Securities Representative Examination | 28 July 2005 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Principal Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Peter Chiappinelli
- CRD
- 4094005
- Registration status
- Investment adviser registration
- Office
- 230 Third Ave, Floor 6, Waltham, MA 02451
- Firm bio
- ballentinepartners.com
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
Background
Peter Chiappinelli is a partner and chief investment officer at Ballentine Partners, focused on asset allocation. The firm says he graduated from Carleton College and earned an MBA from the Wharton School of the University of Pennsylvania. Official firm biography
Education
- Graduate of Carleton College; MBA from the Wharton School, University of Pennsylvania.Official firm biography
Common questions
Where does Peter Chiappinelli work?
Peter Chiappinelli has been Chief Investment Officer of Ballentine Partners, LLC since March 2023, and is a control person of the firm.
Is Peter Chiappinelli a financial advisor?
Yes. Peter Chiappinelli has a current investment-adviser registration in Florida, Massachusetts and New Hampshire, through Ballentine Partners since February 2022, as of 17 October 2026.
How many years of experience does Peter Chiappinelli have?
Peter Chiappinelli has worked in the financial industry for 20 years as of 17 October 2026, counted from 17 April 2006, across 1 adviser firm.
What exams has Peter Chiappinelli passed?
Peter Chiappinelli has passed 4 licensing exams: the Series 7, Series 63, Series 24 and SIE. The earliest, the Series 7, was passed in July 2005.
Where is Peter Chiappinelli based?
Peter Chiappinelli’s registered office is in Waltham, MA.
Leadership at Ballentine Partners
- Andrew McMorrowPresident, CEO, Elected Manager
- William TickleChief Financial Officer
- John TubmanChief Operating Officer
- Sean ClearyChief Compliance Officer
- Christopher ChandlerChief Investment Officer
- Jennifer Christian MurtieChief Wealth Advisory Officer
- Jayson DeangelisChief Development Officer
- Jennifer EatonElected Manager
- Coventry Edwards-PittChief Creative Officer
- Laurie GabrielElected Manager
- Stephen HopkinsChairman, Elected Manager
- Kyle SchafferElected Manager
- Mark WilliamsonElected Manager