DFX Intelligence

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RIA / WealthAdvisorCertified Financial Planner23 years in industry

ANDREW JOHN MCMORROW

Advisor at BALLENTINE PARTNERS

WALTHAM, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6d40e52b-c8a4-1a64-7ede-7e2f738b4142

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Jan 2, 2003 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Andrew John Mcmorrow

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BALLENTINE PARTNERS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 30, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 16derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 4
Designations: Certified Financial Planner
Exams: S65
First exam: Dec 30, 2002
First registration: Jan 2, 2003
Dual registered: no
Other names: DREW MCMORROW
IAPD individual key: 4615926

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BALLENTINE PARTNERS	Independent wealth	Feb 23, 2010	n/a	yes	WALTHAM, MA	Current employment
BALLENTINE FINN & CO INC	n/a	Jan 2, 2003	Feb 23, 2010	no	WALTHAM, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BALLENTINE FINN & CO INC	BALLENTINE PARTNERS	Feb 23, 2010	Feb 23, 2010	0	Firm change	Other

Relationships

Registered with (2)

→ BALLENTINE PARTNERSRegistered adviserregistration: current employment
Feb 23, 2010 to presentfactForm ADV
→ BALLENTINE FINN & CO INCRegistered adviserregistration: previous registration
Jan 2, 2003 to Feb 23, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6d40e52b-c8a4-1a64-7ede-7e2f738b4142
First observed: Jan 2, 2003
Last observed: Sep 14, 2026 4 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ANDREW JOHN MCMORROW

Advisor at BALLENTINE PARTNERS

WALTHAM, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6d40e52b-c8a4-1a64-7ede-7e2f738b4142

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:43 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

BALLENTINE PARTNERS

Independent wealth

Feb 23, 2010

n/a

yes

WALTHAM, MA

Current employment

BALLENTINE FINN & CO INC

n/a

Jan 2, 2003

Feb 23, 2010

WALTHAM, MA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

BALLENTINE FINN & CO INC

BALLENTINE PARTNERS

Feb 23, 2010

Firm change

Other