Unclaimed Profile

Gregory Jude Pinto

BAYSTATE WEALTH MANAGEMENT LLC·BOSTON, Massachusetts

SIE, Series 6, Series 7, Series 63CFP ChFCClean record24 years registeredBAYSTATE WEALTH MANAGEMENT LLC

200 CLARENDON STREET, BOSTON, MA 02116CRD# 2125752Firm CRD# 151664

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gregory Jude Pinto · BOSTON, MA

Registration

CRD #2125752 · BAYSTATE WEALTH MANAGEMENT LLC · 24 years registered

Brand Profile

Not yet started

Career History

COMMONWEALTH FINANCIAL NETWORK

Jul 2020 – present

MML INVESTORS SERVICES, LLC

Mar 2017 – Aug 2020

WELLESLEY, MA

MSI FINANCIAL SERVICES, INC.

Jan 2015 – Mar 2017

WELLESLEY, MA

BAYSTATE WEALTH MANAGEMENT

Apr 2010 – Jan 2020

BOSTON, MA

NEW ENGLAND SECURITIES CORPORATION

Jun 2002 – Jan 2015

BOSTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Registration record

First registered · June 19, 2002

Years registered · 24

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BAYSTATE WEALTH MANAGEMENT LLC

CRD 151664 · SEC 801-71691

AUM

$1.9B

Regulatory assets under management

Employees

4,733 client accounts

Services offered by BAYSTATE WEALTH MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at BAYSTATE WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Gregory Jude Pinto offer?

Gregory Jude Pinto specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BOSTON, Massachusetts for a consultation.

What are Gregory Jude Pinto's credentials?

Gregory Jude Pinto holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Gregory Jude Pinto located?

Gregory Jude Pinto is based in BOSTON, Massachusetts, working with BAYSTATE WEALTH MANAGEMENT LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Gregory Jude Pinto charge for services?

Gregory Jude Pinto's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BAYSTATE WEALTH MANAGEMENT LLC?

BAYSTATE WEALTH MANAGEMENT LLC has approximately 12 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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