Eric Ryan Gregory
Investment adviser representative at Ballentine Partners
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- Ballentine Partners, LLCFeb 2026 to now
- Bentley UniversitySep 2022 to now
- Milestone Financial Planning, LLCJun 2025 to Aug 2025
- Milestone Financial Planning, LLCMay 2024 to Jan 2025
- Travismathew, LLCAug 2023 to Feb 2024
- New Hampshire Fisher CatsMay 2023 to Aug 2023
- Bedford Village InnOct 2020 to Jan 2023
- Bedford High SchoolSep 2018 to Jun 2022
- StudentMay 2015 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
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
- 7974798
- Firm CRD
- 152802