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Inactive

Evan Mark Soraci

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 2025-01-31
NH RA APPROVED 2024-10-17
MA RA APPROVED 2021-06-24
  • FL RA
    APPROVED
    Since 2025-01-31
  • NH RA
    APPROVED
    Since 2024-10-17
  • MA RA
    APPROVED
    Since 2021-06-24

Branch Locations

230 Third 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
Strategic Retirement Partners Providence RI 05/2017 12/2017
Bank Of America Boston MA 06/2018 08/2018
Ballentine Partners Llc Waltham MA 01/2019 02/2024
Bryant University Smithfield RI 07/2015 05/2019
Ballentine Partners, Llc Waltham MA 02/2024 Present
  • 05/2017 → 12/2017
    Strategic Retirement Partners
    Providence, RI
  • 06/2018 → 08/2018
    Bank Of America
    Boston, MA
  • 01/2019 → 02/2024
    Ballentine Partners Llc
    Waltham, MA
  • 07/2015 → 05/2019
    Bryant University
    Smithfield, RI
  • 02/2024 → Present
    Ballentine Partners, Llc
    Waltham, MA
Designations

View on SEC IAPD

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BALLENTINE PARTNERS · Waltham, MA
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