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Eric Ryan Gregory

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 2026-02-24
NH RA APPROVED 2026-02-19
  • MA RA
    APPROVED
    Since 2026-02-24
  • NH RA
    APPROVED
    Since 2026-02-19

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
Bedford Village Inn Bedford NH 10/2020 01/2023
New Hampshire Fisher Cats Manchester NH 05/2023 08/2023
Travismathew, Llc Burlington MA 08/2023 02/2024
Milestone Financial Planning, Llc Bedford NH 06/2025 08/2025
Bedford High School Bedford NH 09/2018 06/2022
Bentley University Waltham MA 09/2022 Present
Student Bedford NH 05/2015 06/2018
Milestone Financial Planning, Llc Bedford NH 05/2024 01/2025
Ballentine Partners, Llc Waltham MA 02/2026 Present
  • 10/2020 → 01/2023
    Bedford Village Inn
    Bedford, NH
  • 05/2023 → 08/2023
    New Hampshire Fisher Cats
    Manchester, NH
  • 08/2023 → 02/2024
    Travismathew, Llc
    Burlington, MA
  • 06/2025 → 08/2025
    Milestone Financial Planning, Llc
    Bedford, NH
  • 09/2018 → 06/2022
    Bedford High School
    Bedford, NH
  • 09/2022 → Present
    Bentley University
    Waltham, MA
  • 05/2015 → 06/2018
    Student
    Bedford, NH
  • 05/2024 → 01/2025
    Milestone Financial Planning, Llc
    Bedford, NH
  • 02/2026 → Present
    Ballentine Partners, Llc
    Waltham, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-19
  • S65 Uniform Investment Adviser Law Examination
    2024-10-19

View on SEC IAPD

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BALLENTINE PARTNERS · WALTHAM, MA
BALLENTINE PARTNERS · Waltham, MA
BALLENTINE PARTNERS · Waltham, MA
BALLENTINE PARTNERS · Waltham, MA
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