Unclaimed Profile

Joshua Townsend Pierce

BAYSTATE WEALTH MANAGEMENT LLC·BOSTON, Massachusetts

SIE, Series 7, Series 7TO, Series 63, Series 66CFPClean record20 years registeredBAYSTATE WEALTH MANAGEMENT LLC

200 CLARENDON STREET, BOSTON, MA 02116CRD# 4715301Firm CRD# 151664

Profile Verification

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

Identity

Joshua Townsend Pierce · BOSTON, MA

Registration

CRD #4715301 · BAYSTATE WEALTH MANAGEMENT LLC · 20 years registered

Brand Profile

Not yet started

Career History

MARINER

Feb 2010 – present

MML INVESTORS SERVICES, LLC

Jun 2017 – Nov 2021

BOSTON, MA

NEW ENGLAND SECURITIES CORPORATION

Aug 2009 – Dec 2010

BOSTON, MA

KOBREN INSIGHT MANAGEMENT INC

Dec 2005 – Oct 2009

WELLESLEY HILLS, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 63

Series 66

Registration record

First registered · December 16, 2005

Years registered · 20

Professional designation · CFP

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 Joshua Townsend Pierce offer?

Joshua Townsend Pierce specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BOSTON, Massachusetts for a consultation.

What are Joshua Townsend Pierce's credentials?

Joshua Townsend Pierce holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Joshua Townsend Pierce located?

Joshua Townsend Pierce 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 Joshua Townsend Pierce charge for services?

Joshua Townsend Pierce'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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