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Inactive

Stephen A. Martone

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
FL RA APPROVED 2025-02-18
NH RA APPROVED 2024-10-24
MA RA APPROVED 2010-02-23
  • FL RA
    APPROVED
    Since 2025-02-18
  • NH RA
    APPROVED
    Since 2024-10-24
  • 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 01/2014 09/2018
Ballentine Partners Llc Waltham MA 09/2018 Present
  • 01/2014 → 09/2018
    Ballentine Partners Llc
    Waltham, MA
  • 09/2018 → Present
    Ballentine Partners Llc
    Waltham, MA
Previous Registrations
  • 2005-12-07 → 2010-02-23
    Ballentine Finn & Co Inc
    Waltham, MA
    Wolfeboro, NH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-11-23
  • S65 Uniform Investment Adviser Law Examination
    2005-11-23
Designations

View on SEC IAPD

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BALLENTINE PARTNERS · Waltham, MA
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