BAYSTATE WEALTH MANAGEMENT LLC

BAYSTATE WEALTH MANAGEMENT
OVERLAND PARK,, Kansas·6 registered advisors·CRD# 151664
SEC# 801-7169129139045700
01

Firm Overview

AUM
$1.9B
Regulatory assets under management
Employees
12
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03

Specialties

Investment ManagementWealth ManagementFee-Only Advisory
04

Advisors at BAYSTATE WEALTH MANAGEMENT LLC

6 registered advisors
Gregory Jude Pinto
BOSTON, Massachusetts
CFPChFC
Jill Christine Ledgewood
BOSTON, Massachusetts
John Patrick Cogswell
BOSTON, Massachusetts
CFA
Joshua Townsend Pierce
BOSTON, Massachusetts
CFP
Michael Alan Yoken
BOSTON, Massachusetts
Susana (mnm) Ngan
BOSTON, Massachusetts
CFPCFA
05

Office Locations

BOSTON, Massachusetts
6 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. BAYSTATE WEALTH MANAGEMENT LLC (CRD# 151664) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.