Elliot Rotstein

Current Employers

Ballentine Partners

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-02-08
MA	RA	APPROVED	2021-02-25

FL RA
APPROVED

Since 2025-02-08
MA RA
APPROVED

Since 2021-02-25

Branch Locations

230 Third 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
Management Planning Inc	Boston	MA	05/2013	07/2020
Ballentine Partners Llc	Waltham	MA	08/2020	Present

05/2013 → 07/2020

Management Planning Inc

Boston, MA
08/2020 → Present

Ballentine Partners Llc

Waltham, MA

Other Businesses

Boston Estate Planning Council - Chair of the Leadership Development Committee. Not investment related. Metro West Community Foundation - Member of Professional Advisor Leadership Council. Not investment related. The Boston Foundation - Peer nominated position to serve on Advisory Committee. Not investment related.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-02-25

S65 Uniform Investment Adviser Law Examination

2021-02-25

View on SEC IAPD

Current Employers

Ballentine Partners

Disclosures

Employment History

Other Businesses

Exams

Other Firms

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