Baystate Wealth Management
Baystate Wealth Management (CRD# 151664) is a financial advisory firm headquartered in Overland Park,, KS. They manage $1,917,168,691 in 4,733 accounts and serve the financial needs of clients across 31 states (or territories).
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Total Assets Under Management1,917MILLION
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Total Number of Accounts4,733ACCOUNTS
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Average Account Value$405,064
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AZ, CA, CT, DC, FL, GA, IL, KS, LA, MA, MD, ME, MI, MO, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA
John Cogswell (CRD# 2674161) is an Investment Advisor Representative working at Baystate Wealth Management in Overland Park,, KS and has over 28 years of experience in the finance industry.
Stuart Long (CRD# 4867416) is an Investment Advisor Representative working at Baystate Wealth Management in Overland Park,, KS and has over 18 years of experience in the finance industry.
Andy Mai (CRD# 6364182) is an Investment Advisor Representative working at Baystate Wealth Management in Overland Park,, KS and has over 8 years of experience in the finance industry.
Thomas O'connor (CRD# 4374733) is an Investment Advisor Representative working at Baystate Wealth Management in Overland Park,, KS and has over 24 years of experience in the finance industry.
Joshua Pierce (CRD# 4715301) is an Investment Advisor Representative working at Baystate Wealth Management in Overland Park,, KS and has over 20 years of experience in the finance industry.
Ethan Somers (CRD# 6062409) is an Investment Advisor Representative working at Baystate Wealth Management in Overland Park,, KS and has over 10 years of experience in the finance industry.