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Heather Long

Ballentine Partners

Wolfeboro, NH

CRD 6359338

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Employer firm

Ballentine Partners CRD 152802

$15.3B regulatory AUM 10 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Ballentine Partners

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-11-12
NH RA APPROVED 2021-11-03
  • MA RA
    APPROVED
    Since 2024-11-12
  • NH RA
    APPROVED
    Since 2021-11-03

Branch Locations

15 N. Main Street Suite 6, Wolfeboro, NH 03894 • 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
Grove Street Fiduciary Inc. Peterborough NH 10/2013 11/2017
Office Of Public Guardian Concord NH 11/2017 10/2021
Ballentine Partners, Llc Rochester NH 11/2021 02/2025
Ballentine Partners, Llc Wolfeboro NH 02/2025 Present
  • 10/2013 → 11/2017
    Grove Street Fiduciary Inc.
    Peterborough, NH
  • 11/2017 → 10/2021
    Office Of Public Guardian
    Concord, NH
  • 11/2021 → 02/2025
    Ballentine Partners, Llc
    Rochester, NH
  • 02/2025 → Present
    Ballentine Partners, Llc
    Wolfeboro, NH
Previous Registrations
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Offices

F L PUTNAM INVESTMENT MANAGEMENT CO. · WOLFEBORO, NH
WHITE PINE INVESTMENTS · WOLFEBORO, NH
BALLENTINE PARTNERS · Wolfeboro, NH

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