Best Investors Account Sign in
Inactive

Tyler Stephen Lambert

Ballentine Partners

Waltham, MA

Claim This Profile
Current Employers
Ballentine Partners

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-02-07
NH RA APPROVED 2024-10-24
MA RA APPROVED 2017-03-08
  • FL RA
    APPROVED
    Since 2025-02-07
  • NH RA
    APPROVED
    Since 2024-10-24
  • MA RA
    APPROVED
    Since 2017-03-08

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
OrganizationCityStateFromTo
Ballentine Partners, Llc Waltham MA 11/2016 06/2023
Aldi Bristol CT 01/2016 09/2016
Unemployed Hudson NH 09/2016 11/2016
Ballentine Partners, Llc Waltham MA 06/2023 Present
  • 11/2016 → 06/2023
    Ballentine Partners, Llc
    Waltham, MA
  • 01/2016 → 09/2016
    Aldi
    Bristol, CT
  • 09/2016 → 11/2016
    Unemployed
    Hudson, NH
  • 06/2023 → Present
    Ballentine Partners, Llc
    Waltham, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-03-07
  • S65 Uniform Investment Adviser Law Examination
    2017-03-07
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Waltham, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor