Best Investors
Account
Sign in
Best Investors
Account
Sign in
230 3Rd Avenue Suite 6, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-02-20 |
| RI | RA | APPROVED | 2020-08-27 |
| MA | RA | APPROVED | 2017-08-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bentley University | Waltham | MA | 09/2013 | 05/2017 |
| North Jersey Country Club | Wayne | NJ | 05/2010 | 05/2017 |
| Bev Spot | Boston | MA | 05/2016 | 05/2017 |
| Fortis Management Group | Waltham | MA | 01/2017 | 05/2017 |
| Ballentine Partners Llc | Waltham | MA | 06/2017 | 02/2023 |
| Ballentine Partners Llc | Waltham | MA | 02/2023 | 02/2025 |
| Ballentine Partners, Llc | Waltham | MA | 02/2025 | Present |
St. Angelo Realty Co. Inc. - Vice President to a family business to be able to have signing authority when they are not available. Time commitment is minimal and will typically be done outside of Ballentine business hours on an as needed basis. DAS Realty Management, LLC - Signer - Spouse's real estate business. Not directly compensated, not during business hours. STA Associates Inc - Authorized Signer - Family real estate investments business. Not compensated, not during business hours. DDS Realty Management LLC - Authorized Signer - Family real estate investments business. Not compensated, not during business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-01 |
Reach out to this advisor