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Nicholas Mehlhorn

Ballentine Partners

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About Nicholas Mehlhorn

Nicholas Mehlhorn is a financial advisor with Ballentine Partners. Nicholas is a registered representative with FINRA and the state of Massachusetts. He specializes in providing financial planning, portfolio management for individuals and pooled investment vehicles. Nicholas holds a Series 66, Series 7TO, and Series 6TO license. Nicholas is a passionate advocate for his clients' financial well-being and works tirelessly to ensure their success.

Firm Information

Nicholas Mehlhorn is currently registered with Ballentine Partners. Ballentine Partners is an investment advisor headquartered in Waltham, MA. The firm manages over $10 billion in assets for high-net-worth individuals, charitable organizations, and pooled investment vehicles. Services include financial planning, portfolio management, and selection of other advisors.
Ballentine Partners

230 3RD AVENUE

WALTHAM, MA 02451

$10.77B

Assets Under Management

19

Total Clients

68

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Project fees

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Nicholas Mehlhorn’s Registration & Firm History

MA

01/17/2025 - Present

Ballentine Partners (Waltham MA)

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Licenses & Designations

BOTH

Issued 03/16/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/16/2022

Series 7TO - General Securities Representative Examination

BC

Issued 12/16/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nicholas Mehlhorn.
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