Investment adviser representative · Ballentine Partners

Cody R. McCallum

CRD 6503730 · Waltham, MA

At a glance

Cody R. McCallum is an investment adviser representative with Ballentine Partners in Waltham, MA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Cody’s SEC record dates to 2018, about 8 years ago. Designations on file: Certified Financial Planner.

Current advisory firm

Ballentine PartnersSince May 2026Waltham, MA · $15B in regulatory assets

SEC adviser record

Registered since: 2018 (8 years)
Designations: Certified Financial Planner
Exams: Series 63, Series 65
Registered in: 2 states
Also a broker representative: No
Disclosures on record: None

AtlasMembers

Cody’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website: Locked
Previous firms, with start and end dates: 4 firmsLocked
Employment history: Locked
States they’re registered in: Locked
Outside business activities: Locked
When they joined their current firm, and their firm’s growth: Locked

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.

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