Role at Ballentine Partners
- Title on Schedule A
- Chief Financial Officer
- Control
- William Tickle is a control person of Ballentine Partners.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- William Tickle has held the filed role since July 2026.
The firm
Form ADV filed 23 September 2026
Career on record
William Tickle has been registered through Ballentine Partners since February 2010.
- Ballentine PartnersCurrent– present · 17 yearsWaltham, MA · Adviser representative · Firm CRD 152802
- Ballentine Finn & Co Inc– · 5 yearsWaltham, MA · Adviser representative · Firm CRD 108853
- Passed Series 65 · 2004
Registrations and exams
William Tickle has a current investment-adviser registration in Florida, Massachusetts and New Hampshire and has passed 1 qualifying exam.
| State | Scope | Status | Since |
|---|---|---|---|
| Florida | Investment adviser representative | Approved | 6 February 2025 |
| Massachusetts | Investment adviser representative | Approved | 23 February 2010 |
| New Hampshire | Investment adviser representative | Approved | 23 October 2024 |
- 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 | 29 September 2004 |
- Name
- Uniform Investment Adviser Law Examination
Individual record
- Full name
- William R. Tickle
- CRD
- 4902616
- Registration status
- Investment adviser registration
- Office
- 230 3RD AVE, 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
Will Tickle is a partner and chief financial officer at Ballentine Partners, where he also leads its impact-investing work. Official firm biography
Education
- B.A. in economics with minors in international business and Spanish, Brandeis University.Official firm biography
Common questions
Where does William Tickle work?
William Tickle has been Chief Financial Officer of Ballentine Partners, LLC since July 2026, and is a control person of the firm.
Is William Tickle a financial advisor?
Yes. William Tickle has a current investment-adviser registration in Florida, Massachusetts and New Hampshire, through Ballentine Partners since February 2010, as of 18 October 2026.
How many years of experience does William Tickle have?
William Tickle has worked in the financial industry for 21 years as of 18 October 2026, counted from 24 January 2005, across 2 adviser firms.
What exams has William Tickle passed?
William Tickle passed the Series 65 in September 2004.
Where is William Tickle based?
William Tickle’s registered office is in Waltham, MA.
Leadership at Ballentine Partners
- Andrew McMorrowPresident, CEO, Elected Manager
- 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