Ballentine Partners

Firm record

As recorded in SEC IAPD

Firm CRD

152802

SEC number

801-71062

Firm type

RIA

Assets under management

$15.3B as of May 11, 2026

Website

www.linkedin.com/company/ballentinepartners ↗

Phone

781-314-1300

Address

230 3rd Avenue, Waltham, MA, 02451

Advisors at this firm

83 in our index · page 1 of 2

• Ryan Grady BachurCRD 6339388 · Waltham, MA
  IA Registered
• John BrodyCRD 5543205 · Waltham, MA
  IA Registered
• Camden Henning BowdyCRD 8010652 · Waltham, MA
  IA Registered
• Emily Lynn CashmanCRD 4874716 · Waltham, MA
  IA Registered
• Christopher C ChandlerCRD 4864174 · Palm Beach Gardens, FL
  IA Registered
• Peter ChiappinelliCRD 4094005 · Waltham, MA
  IA RegisteredRegistration inactive
• Michael Pasquale ChimentoCRD 3250607 · Waltham, MA
  IA Registered
• Jennifer Christian MurtieCRD 6155714 · Waltham, MA
  IA Registered
• Ivan CaballeroCRD 7334461 · Waltham, MA
  IA Registered
• Alexa Steriti CarboneCRD 6637680 · Waltham, MA
  IA Registered
• Isabella Joan CarrozzaCRD 8156011 · Waltham, MA
  IA Registered
• Rosella Mary CecilCRD 8120025 · Waltham, MA
  IA Registered
• Calvin ChicoineCRD 6598433 · Rochester, NH
  IA Registered
• Elizabeth Ellen ChrysanthisCRD 8181018 · Palm Beach Gardens, FL
  IA Registered
• Benjamin Edmund Theodore DalyCRD 5991112 · Waltham, MA
  IA Registered
• Taryn DawsonCRD 6038155 · Wolfeboro, NH
  IA Registered
• Jayson Stephen DeangelisCRD 4672117 · Waltham, MA
  IA Registered
• Andrea Clare DubucCRD 5059003 · Wolfeboro, NH
  IA Registered
• Emily P DunfordCRD 6388022 · Wolfeboro, NH
  IA RegisteredRegistration inactive
• Suellen DurkinCRD 7548580 · Waltham, MA
  IA Registered
• Robin Severud DempseyCRD 4580209 · Waltham, MA
  IA RegisteredRegistration inactive
• Jennifer Mcgrath EatonCRD 5203480 · Palm Beach Gardens, FL
  IA Registered
• Sean A EdwardsCRD 5960579 · Waltham, MA
  IA Registered
• Coventry Edwards-PittCRD 3122847 · Waltham, MA
  IA Registered
• Alisa Michelle FosterCRD 7001143 · Palm Beach Gardens, FL
  IA Registered
• Alexys Ann FebonioCRD 7446054 · Wolfeboro, NH
  IA Registered
• David J FerraroCRD 5894921 · Waltham, MA
  IA RegisteredRegistration inactive
• Gordon Ryan FreemanCRD 7563529 · Waltham, MA
  IA Registered
• Samuel Vongsouthi GoughCRD 5059055 · Wolfeboro, NH
  IA Registered
• Steven GoldmanCRD 6677825 · Waltham, MA
  IA Registered
• Jamar GopieCRD 7698512 · Palm Beach Gardens, FL
  IA Registered
• Eric Ryan GregoryCRD 7974798 · Waltham, MA
  IA Registered
• Andrew Bonneville HackerCRD 6576545 · Waltham, MA
  IA Registered
• Keenan Brent HenriquesCRD 6553767 · Waltham, MA
  IA RegisteredRegistration inactive
• Stephen Henry HopkinsCRD 4730599 · Wolfeboro, NH
  IA Registered
• David HansonCRD 6667164 · Waltham, MA
  IA Registered
• Megan Ann HaveyCRD 6851312 · Waltham, MA
  IA Registered
• Skye Lynn HendersonCRD 8013882 · Rochester, NH
  IA Registered
• Stella Joslyn HendersonCRD 8066631 · Waltham, MA
  IA Registered
• Elinor JohanssonCRD 7968867 · Waltham, MA
  IA Registered
• Tim Noah A KoblerCRD 7634184 · Waltham, MA
  IA Registered
• Lisa Jeanne LambCRD 5879827 · Waltham, MA
  IA RegisteredRegistration inactive
• Tyler Stephen LambertCRD 6398377 · Waltham, MA
  IA Registered
• Sheila Chen LawrenceCRD 4497454 · Waltham, MA
  IA Registered
• Emily Constance LewisCRD 6504775 · Waltham, MA
  IA RegisteredRegistration inactive
• Heather LongCRD 6359338 · Wolfeboro, NH
  IA Registered
• John Morrison LuceyCRD 7154527 · Waltham, MA
  IA RegisteredRegistration inactive
• Ryan LenoisCRD 8262093 · Waltham, MA
  IA Registered
• Jonathan LustigCRD 7162357 · Waltham, MA
  IA Registered
• Stephen A. MartoneCRD 5069604 · Waltham, MA
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.