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Gregory Lambros Peterson

BALLENTINE PARTNERS, LLC·WALTHAM, Massachusetts

Clean record23 years registeredBALLENTINE PARTNERS, LLC

230 THIRD AVENUE, WALTHAM, MA 02451CRD# 4586325Firm CRD# 152802

Profile Verification

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

Identity

Gregory Lambros Peterson · WALTHAM, MA

Registration

CRD #4586325 · BALLENTINE PARTNERS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

ADAPTIVE FINANCIAL SOLUTIONS INC

Jun 2018 – present

ZEVIN ASSET MANAGEMENT, LLC

Oct 2015 – Feb 2016

BOSTON, MA

BALLENTINE PARTNERS

Feb 2010 – Jul 2015

WALTHAM, MA

BALLENTINE FINN & CO INC

Sep 2002 – Feb 2010

WALTHAM, MA

Registrations & Exams

Registration record

First registered · September 19, 2002

Years registered · 23

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

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Frequently Asked Questions

What services does Gregory Lambros Peterson offer?

Gregory Lambros Peterson specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in WALTHAM, Massachusetts for a consultation.

What are Gregory Lambros Peterson's credentials?

Gregory Lambros Peterson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gregory Lambros Peterson located?

Gregory Lambros Peterson is based in WALTHAM, Massachusetts, working with BALLENTINE PARTNERS, LLC. Their office serves clients in the WALTHAM metropolitan area and surrounding communities.

How does Gregory Lambros Peterson charge for services?

Gregory Lambros Peterson'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.

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