Unclaimed Profile

John Patrick Cogswell

BAYSTATE WEALTH MANAGEMENT LLC·BOSTON, Massachusetts

SIE, Series 7, Series 63, Series 65CFAClean record25 years registeredBAYSTATE WEALTH MANAGEMENT LLC

200 CLARENDON STREET, BOSTON, MA 02116CRD# 2674161Firm CRD# 151664

Profile Verification

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

Identity

John Patrick Cogswell · BOSTON, MA

Registration

CRD #2674161 · BAYSTATE WEALTH MANAGEMENT LLC · 25 years registered

Brand Profile

Not yet started

Career History

MARINER

Feb 2010 – present

MML INVESTORS SERVICES, LLC

Mar 2017 – Dec 2017

BOSTON, MA

MSI FINANCIAL SERVICES, INC.

Jan 2015 – Mar 2017

BOSTON, MA

NEW ENGLAND SECURITIES CORPORATION

Feb 2014 – Jan 2015

BOSTON, MA

NEW ENGLAND SECURITIES CORPORATION

Aug 2009 – Dec 2010

BOSTON, MA

KOBREN INSIGHT MANAGEMENT INC

Jul 2001 – Oct 2009

WELLESLEY HILLS, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · July 26, 2001

Years registered · 25

Professional designation · CFA

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 John Patrick Cogswell offer?

John Patrick Cogswell specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BOSTON, Massachusetts for a consultation.

What are John Patrick Cogswell's credentials?

John Patrick Cogswell holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is John Patrick Cogswell located?

John Patrick Cogswell 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 John Patrick Cogswell charge for services?

John Patrick Cogswell'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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