Cody R Mccallum
Investment adviser representative at Ballentine Partners
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$15.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Ballentine Partners, LLCApr 2026 to now
- Scs Capital Management LLCMar 2025 to Apr 2026
- Lake Street AdvisorsJun 2024 to Feb 2025
- UBS Financial Services Inc.Aug 2018 to Jun 2024
- Putnam Retail ManagementJun 2016 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (MA, NH).
Ballentine Partners
Legal name: Ballentine Partners, LLC
$15.3BAssets managed
353Clients
90Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6503730
- Firm CRD
- 152802