Ryan Bachur (CRD# 6339388) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has over 5 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ballentine Partners LLC | Waltham, MA | Feb 2023 - Current | 1 |
| Ballentine Partners, LLC | Waltham, MA | Feb 2021 - Feb 2023 | 2 |
| Ballentine Partners LLC | Waltham, MA | Oct 2018 - Feb 2021 | 2 |
| Century Bank | Medford, MA | Jan 2016 - Oct 2018 | 2 |
| Unemployed | Reading, MA | Jun 2015 - Dec 2015 | < 1 |
| Colby College | Waterville, ME | Sep 2011 - May 2015 | 3 |
| Eaton Vance | Boston, MA | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2018 |
- FL
- MA
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Total Assets Under Management10,769MILLIONS
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Total Number of Accounts6,390ACCOUNTS
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Average Account Value$1,685,228
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, KY, LA, MA, ME, MN, MT, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, TX, VA, VT, WA
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