Investment adviser representative · Ballentine Partners

Suzannah B. Pogue

CRD 8011304 · Rochester, NH

At a glance

Suzannah B. Pogue is an investment adviser representative with Ballentine Partners in Rochester, NH, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Suzannah’s SEC record dates to 2025, about 1 years ago. Designations on file: Certified Financial Planner.

Current advisory firm

Ballentine PartnersSince February 2025Rochester, NH · $15B in regulatory assets

SEC adviser record

Registered since: 2025 (1 years)
Designations: Certified Financial Planner
Exams: Series 65
Registered in: 2 states
Also a broker representative: No
Disclosures on record: None

AtlasMembers

Suzannah’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: Locked
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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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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