Baystate Wealth Advisors LLC

Baystate Wealth Advisors LLC (CRD# 322531) is a financial advisory firm headquartered in , . They manage $6,764,174 in 66 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.baystatewealthadvisors.com/
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    66
    ACCOUNTS
  • Average Account Value
    $102,487
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Baystate Wealth Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Saurin Makim, financial advisor Newton MA
Saurin S. Makim
CRD#: 7589943
Newton, MA

Saurin Makim (CRD# 7589943) is an Investment Advisor Representative working at Baystate Wealth Advisors LLC in Newton, MA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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