II
Ichiro S. Ishiguro
BALANSTONE
Newton, MA 02466
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CRD#: 6521272
II
Professional summary
Ichiro Shawn Ishiguro is a registered financial advisor currently at BALANSTONE, LLC located in Newton, Massachusetts.
Ichiro is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Ichiro has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Ichiro Shawn Ishiguro's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 21, 2015 - Present
BALANSTONE, LLC
Office #1: 275 Grove Street Suite 2-400, Newton, MA 02466RIA
CRD#: 242796
Newton, MA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Massachusetts(7/21/2015)
Exams
Current Firm
BL
BALANSTONE, LLC
BALANSTONE LLC | BALANSTONE, LLC
CRD#: 242796 / SEC#:
Massachusetts
Registered Investment Advisory firm - (7/21/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
275 Grove Street Suite 2-400, Newton, MA 02466
Mailing Address
Phone number
(617) 958-1490
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 7 |
| AUM (Assets Under Management) | $ 8,223,261 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BALANSTONE, LLC
CRD#: 242796Newton, MA 02466TRUST BUT VERIFY
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