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Claudia Shilo
from Ballentine Partners
Claudia Shilo is a financial advisor based in Massachusetts, Waltham,
with 24 years of experience. Claudia currently works for
Ballentine Partners.
Claudia maintains a S65 license (Uniform Investment Adviser Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Claudia Shilo works at Ballentine Partners
Ballentine Partners is a financial advisory firm based in Waltham, Massachusetts. It currently has approximately $7,046,095,527 of assets under management and employs about 89 people. Ballentine Partners uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and project fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
8 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and project fees
Office location
230 3rd Avenue, Suite 6, Waltham, Massachusetts, 2451
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