Unclaimed Profile

Adam William Ochlis

BALLENTINE PARTNERS, LLC·WALTHAM, Massachusetts

Series 65Clean record18 years registeredBALLENTINE PARTNERS, LLC

230 3RD AVENUE, WALTHAM, MA 02451CRD# 5415016Firm CRD# 152802

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Adam William Ochlis · WALTHAM, MA

Registration

CRD #5415016 · BALLENTINE PARTNERS, LLC · 18 years registered

Brand Profile

Not yet started

Career History

BALLENTINE PARTNERS

Feb 2010 – present

BALLENTINE FINN & CO INC

Aug 2007 – Feb 2010

WALTHAM, MA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 30, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BALLENTINE PARTNERS, LLC

CRD 152802 · SEC 801-71062

AUM

$10.8B

Regulatory assets under management

Employees

6,390 client accounts

Services offered by BALLENTINE PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BALLENTINE PARTNERS, LLC →

Introduction

Speak with Adam

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Adam is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WALTHAM?

Browse all registered financial advisors in WALTHAM, Massachusetts or claim this profile if it's yours.

Browse WALTHAM Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Adam William Ochlis offer?

Adam William Ochlis specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in WALTHAM, Massachusetts for a consultation.

What are Adam William Ochlis's credentials?

Adam William Ochlis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Adam William Ochlis located?

Adam William Ochlis is based in WALTHAM, Massachusetts, working with BALLENTINE PARTNERS, LLC. Their office serves clients in the WALTHAM metropolitan area and surrounding communities.

How does Adam William Ochlis charge for services?

Adam William Ochlis's firm is compensated through percentage of aum, hourly charges, subscription fees, other: project fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BALLENTINE PARTNERS, LLC?

BALLENTINE PARTNERS, LLC has approximately 90 employees and manages $10.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →