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Inactive

Suellen Durkin

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 2026-02-10
MA RA APPROVED 2025-04-10
NH RA APPROVED 2025-03-27
  • FL RA
    APPROVED
    Since 2026-02-10
  • MA RA
    APPROVED
    Since 2025-04-10
  • NH RA
    APPROVED
    Since 2025-03-27

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
Sandy Cove Advisors, Llc Hingham MA 11/2013 03/2025
Ballentine Partners, Llc Waltham MA 03/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-25
  • S65 Uniform Investment Adviser Law Examination
    2022-04-25
Designations
Other Names
  • Suellen Macdonald

View on SEC IAPD

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