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Nathan Ballentine

Eagle Strategies LLC

Waltham, MA

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Current Employers
Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-04-18
  • MA RA
    APPROVED
    Since 2024-04-18

Branch Locations

201 Jones Road 5Th 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
Atrium -Bgo New York Life Waltham MA 10/2023 09/2024
Nextsource -Bgo New York Life Waltham MA 01/2009 10/2023
New York Life Waltham MA 01/2024 Present
Nylife Securities Llc Waltham MA 02/2024 Present
Eagle Strategies Llc Waltham MA 04/2024 Present
  • 10/2023 → 09/2024
    Atrium -Bgo New York Life
    Waltham, MA
  • 01/2009 → 10/2023
    Nextsource -Bgo New York Life
    Waltham, MA
  • 01/2024 → Present
    New York Life
    Waltham, MA
  • 02/2024 → Present
    Nylife Securities Llc
    Waltham, MA
  • 04/2024 → Present
    Eagle Strategies Llc
    Waltham, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-02
  • S66 Uniform Combined State Law Examination
    2024-04-02
Other Names
  • Nathan A. Ballentine
  • Nathan Andrew Ballentine

View on SEC IAPD

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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

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