Nicholas Herbert Mehlhorn
Investment adviser representative at Ballentine Partners
13 yearsExperience
1 stateRegistered in
$15.3BFirm assets
16 yearsFirm in business
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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
13 years in the industry.
- Ballentine Partners, LLCDec 2024 to now
- LPL FinancialJul 2021 to Dec 2024
- Waddell & ReedMay 2021 to Jul 2021
- Crosspoint Financial AdvisorsJun 2020 to Aug 2020
- Major League LacrosseJun 2020 to Aug 2020
- Sky Meadow Country ClubMay 2019 to Aug 2019
- Providence CollegeSep 2017 to May 2021
- Westford Parks and RecreationJun 2014 to Aug 2018
- Westford AcademyAug 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 7264120
- Firm CRD
- 152802