Role at Ballentine Partners
- Title on Schedule A
- President, CEO, Elected Manager
- Control
- Andrew McMorrow is a control person of Ballentine Partners.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Andrew McMorrow has held the filed role since January 2016.
The firm
Form ADV filed 23 September 2026
Career on record
Andrew McMorrow has been registered through Ballentine Partners since February 2010.
- Ballentine PartnersCurrent– present · 17 yearsWaltham, MA · Adviser representative · Firm CRD 152802
- Ballentine Finn & Co Inc– · 7 yearsWaltham, MA · Adviser representative · Firm CRD 108853
- Passed Series 65 · 2002
Registrations and exams
Andrew McMorrow has a current investment-adviser registration in Florida, Massachusetts, New Hampshire and Texas and has passed 1 qualifying exam.
| State | Scope | Status | Since |
|---|---|---|---|
| Florida | Investment adviser representative | Approved | 30 November 2015 |
| Massachusetts | Investment adviser representative | Approved | 23 February 2010 |
| New Hampshire | Investment adviser representative | Approved | 25 August 2011 |
| Texas | Investment adviser representative | Approved | 30 July 2016 |
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 December 2002 |
- Name
- Uniform Investment Adviser Law Examination
Individual record
- Full name
- Andrew John McMorrow
- CRD
- 4615926
- Registration status
- Investment adviser registration
- Office
- 230 THIRD AVENUE, 6TH FLOOR, Waltham, MA 02451
- Firm bio
- ballentinepartners.com
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Background
Drew McMorrow is president and CEO of Ballentine Partners. The firm says he earned an MBA from the Haas School of Business at the University of California, Berkeley, and graduated from Brown University with dual majors in economics and international relations. Official firm biography
Education
- MBA from the Haas School of Business, University of California, Berkeley; dual majors in Economics and International Relations from Brown University.Official firm biography
Common questions
Where does Andrew McMorrow work?
Andrew McMorrow has been President, CEO, Elected Manager of Ballentine Partners, LLC since January 2016, and is a control person of the firm.
Is Andrew McMorrow a financial advisor?
Yes. Andrew McMorrow has a current investment-adviser registration in Florida, Massachusetts, New Hampshire and Texas, through Ballentine Partners since February 2010, as of 18 October 2026.
How many years of experience does Andrew McMorrow have?
Andrew McMorrow has worked in the financial industry for 23 years as of 18 October 2026, counted from 2 January 2003, across 2 adviser firms.
What exams has Andrew McMorrow passed?
Andrew McMorrow passed the Series 65 in December 2002.
Where is Andrew McMorrow based?
Andrew McMorrow’s registered office is in Waltham, MA.
Leadership at Ballentine Partners
- William TickleChief Financial Officer
- John TubmanChief Operating Officer
- Sean ClearyChief Compliance Officer
- Christopher ChandlerChief Investment Officer
- Peter ChiappinelliChief Investment Officer
- Jennifer Christian MurtieChief Wealth Advisory Officer
- Jayson DeangelisChief Development Officer
- Jennifer EatonElected Manager
- Coventry Edwards-PittChief Creative Officer
- Laurie GabrielElected Manager
- Stephen HopkinsChairman, Elected Manager
- Kyle SchafferElected Manager
- Mark WilliamsonElected Manager