Aidan Merriam
Investment adviser representative at Ballentine Partners
10 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
10 years in the industry.
- Ballentine Partners, LLCMay 2026 to now
- S&p GlobalMay 2025 to Apr 2026
- Charlie ParkAug 2024 to Apr 2025
- Spitfire TacosMay 2024 to Aug 2024
- Florida State UniversitySep 2023 to May 2024
- Plymouth Rock Assurance CorportationJun 2023 to Aug 2023
- Atomic Coffee RoastersMay 2023 to Jun 2023
- Florida State UniversityJan 2023 to May 2023
- Crosby's MarketplaceMay 2022 to Dec 2022
- Fairfield UniversitySep 2021 to May 2022
- Crosby's MarketplaceJan 2021 to Aug 2021
- Marblehead High SchoolJul 2017 to May 2021
- Marblehead Community Charter Public SchoolJul 2016 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8315181
- Firm CRD
- 152802