Best Investors Account Sign in
Inactive

Aidan Merriam

Ballentine Partners

Waltham, MA

Claim This Profile
Current Employers
Ballentine Partners

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-08-03
NH RA APPROVED 2026-08-01
  • MA RA
    APPROVED
    Since 2026-08-03
  • NH RA
    APPROVED
    Since 2026-08-01

Branch Locations

230 Third 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
S&P Global Andover MA 05/2025 04/2026
Charlie Park Tallahassee FL 08/2024 04/2025
Spitfire Tacos Marblehead MA 05/2024 08/2024
Florida State University Tallahassee FL 09/2023 05/2024
Plymouth Rock Assurance Corportation Boston MA 06/2023 08/2023
Atomic Coffee Roasters Peabody MA 05/2023 06/2023
Florida State University Tallahassee FL 01/2023 05/2023
Crosby's Marketplace Marblehead MA 05/2022 12/2022
Fairfield University Fairfield CT 09/2021 05/2022
Crosby's Marketplace Marblehead MA 01/2021 08/2021
Marblehead Community Charter Public School Marblehead MA 07/2016 06/2017
Marblehead High School Marblehead MA 07/2017 05/2021
Ballentine Partners, Llc Waltham MA 05/2026 Present
  • 05/2025 → 04/2026
    S&P Global
    Andover, MA
  • 08/2024 → 04/2025
    Charlie Park
    Tallahassee, FL
  • 05/2024 → 08/2024
    Spitfire Tacos
    Marblehead, MA
  • 09/2023 → 05/2024
    Florida State University
    Tallahassee, FL
  • 06/2023 → 08/2023
    Plymouth Rock Assurance Corportation
    Boston, MA
  • 05/2023 → 06/2023
    Atomic Coffee Roasters
    Peabody, MA
  • 01/2023 → 05/2023
    Florida State University
    Tallahassee, FL
  • 05/2022 → 12/2022
    Crosby's Marketplace
    Marblehead, MA
  • 09/2021 → 05/2022
    Fairfield University
    Fairfield, CT
  • 01/2021 → 08/2021
    Crosby's Marketplace
    Marblehead, MA
  • 07/2016 → 06/2017
    Marblehead Community Charter Public School
    Marblehead, MA
  • 07/2017 → 05/2021
    Marblehead High School
    Marblehead, MA
  • 05/2026 → Present
    Ballentine Partners, Llc
    Waltham, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-31
  • S65 Uniform Investment Adviser Law Examination
    2026-07-31

View on SEC IAPD

Other Firms

MONTIS FINANCIAL, LLC
PROSPECT HILL GROWTH PARTNERS, L.P.
TRANSAMERICA FINANCIAL ADVISORS, LLC
CONSOLIDATED PORTFOLIO REVIEW CORP
OLD IRONSIDES ENERGY, LLC
SEAMANS CAPITAL MANAGEMENT, LLC
INTEGRATED WEALTH CONCEPTS LLC
HIGHTOWER ADVISORS, LLC

Other Investors

Randall Krail Schaible
TIMOTHY ROBERT BROWN
BRIAN W BURKE
DANIEL JAY TRAUB
CASANDRA ANN JOHNSON
JOHN MICHAEL YANCHEK
TUCKER PATRICK DONAHOE
Cameron Gast

Other Offices

MONTIS FINANCIAL, LLC · WALTHAM, MA
PROSPECT HILL GROWTH PARTNERS, L.P. · WALTHAM, MA
BALLENTINE PARTNERS · WALTHAM, MA
BALLENTINE PARTNERS · WALTHAM, MA
BALLENTINE PARTNERS · Waltham, MA
BALLENTINE PARTNERS · Waltham, MA
BALLENTINE PARTNERS · Waltham, MA
BALLENTINE PARTNERS · Waltham, MA

More in Waltham, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor