Inactive

David Hanson

Ballentine Partners

Claim This Profile

Current Employers

Ballentine Partners

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

Current Registrations

Authority	Category	Status	Date
NH	RA	APPROVED	2024-10-16
MA	RA	APPROVED	2016-07-06

NH RA
APPROVED

Since 2024-10-16
MA RA
APPROVED

Since 2016-07-06

Branch Locations

230 3Rd Avenue 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

Organization	City	State	From	To
Ballentine Partners Llc	Waltham	MA	06/2016	01/2018
Ballentine Partners, Llc	Waltham	MA	01/2018	02/2023
Ballentine Partners Llc	Waltham	MA	02/2023	02/2025
Ballentine Partners, Llc	Waltham	MA	02/2025	Present

06/2016 → 01/2018

Ballentine Partners Llc

Waltham, MA
01/2018 → 02/2023

Ballentine Partners, Llc

Waltham, MA
02/2023 → 02/2025

Ballentine Partners Llc

Waltham, MA
02/2025 → Present

Ballentine Partners, Llc

Waltham, MA

Designations

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

DANIEL JAY TRAUB

CASANDRA ANN JOHNSON

JOHN MICHAEL YANCHEK

TUCKER PATRICK DONAHOE

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