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John Brody

Ballentine Partners

Waltham, MA

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Current Employers
Ballentine Partners

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-09-17
FL RA APPROVED 2025-08-28
NH RA APPROVED 2025-08-06
  • MA RA
    APPROVED
    Since 2025-09-17
  • FL RA
    APPROVED
    Since 2025-08-28
  • NH RA
    APPROVED
    Since 2025-08-06

Branch Locations

230 Third Ave, 6Th Fl, 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
Unemployed Dedham MA 02/2024 12/2024
Ballentine Partners, Llc Waltham MA 12/2024 Present
Wayfair, Llc Boston MA 05/2019 01/2024
Cambridge Associates, Llc Boston MA 04/2015 05/2019
  • 02/2024 → 12/2024
    Unemployed
    Dedham, MA
  • 12/2024 → Present
    Ballentine Partners, Llc
    Waltham, MA
  • 05/2019 → 01/2024
    Wayfair, Llc
    Boston, MA
  • 04/2015 → 05/2019
    Cambridge Associates, Llc
    Boston, MA
Other Businesses

Advisory Board Member - Playworks New England - non profit, not compensated, not investment related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-06
  • S65 Uniform Investment Adviser Law Examination
    2025-08-06
Other Names
  • John S Brody

View on SEC IAPD

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MONTIS FINANCIAL, LLC · WALTHAM, MA
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BALLENTINE PARTNERS · WALTHAM, MA
BALLENTINE PARTNERS · WALTHAM, MA
BALLENTINE PARTNERS · Waltham, MA
BALLENTINE PARTNERS · Waltham, MA
BALLENTINE PARTNERS · Waltham, MA
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