Best Investors Account Sign in
Inactive

Adam William Ochlis

Ballentine Partners

Waltham, MA

Claim This Profile
Current Employers
Ballentine Partners

230 3Rd Avenue Suite 6, Waltham, MA 02451 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2020-08-27
FL RA APPROVED 2015-11-30
MA RA APPROVED 2010-02-23
  • NH RA
    APPROVED
    Since 2020-08-27
  • FL RA
    APPROVED
    Since 2015-11-30
  • MA RA
    APPROVED
    Since 2010-02-23

Branch Locations

230 3Rd Ave 6Th Floor, Waltham, MA 02451 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ballentine Partners, Llc Waltham MA 01/2010 10/2022
Ballentine Partners Llc Waltham MA 11/2022 01/2025
Ballentine Partners, Llc Waltham MA 01/2025 Present
  • 01/2010 → 10/2022
    Ballentine Partners, Llc
    Waltham, MA
  • 11/2022 → 01/2025
    Ballentine Partners Llc
    Waltham, MA
  • 01/2025 → Present
    Ballentine Partners, Llc
    Waltham, MA
Previous Registrations
  • 2007-08-30 → 2010-02-23
    Ballentine Finn & Co Inc
    Waltham, MA
    Wolfeboro, NH
Other Businesses

Combined Jewish Philanthropies - Committee member, member of the Scholarship Committee

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-06-29
  • S65 Uniform Investment Adviser Law Examination
    2007-06-29

View on SEC IAPD

Other Firms

MONTIS FINANCIAL, LLC
PROSPECT HILL GROWTH PARTNERS, L.P.
TRANSAMERICA FINANCIAL ADVISORS, LLC
CONSOLIDATED PORTFOLIO REVIEW CORP
OLD IRONSIDES ENERGY, LLC
SEAMANS CAPITAL MANAGEMENT, LLC
INTEGRATED WEALTH CONCEPTS LLC
HIGHTOWER ADVISORS, LLC

Other Investors

Randall Krail Schaible
TIMOTHY ROBERT BROWN
BRIAN W BURKE
DANIEL JAY TRAUB
CASANDRA ANN JOHNSON
JOHN MICHAEL YANCHEK
TUCKER PATRICK DONAHOE
Cameron Gast

Other Offices

MONTIS FINANCIAL, LLC · WALTHAM, MA
PROSPECT HILL GROWTH PARTNERS, L.P. · WALTHAM, MA
BALLENTINE PARTNERS · WALTHAM, MA
BALLENTINE PARTNERS · Waltham, MA
BALLENTINE PARTNERS · Waltham, MA
BALLENTINE PARTNERS · Waltham, MA
BALLENTINE PARTNERS · Waltham, MA
BALLENTINE PARTNERS · Waltham, MA

More in Waltham, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor