Baystate Wealth Management

Baystate Wealth Management (CRD# 151664) is a financial advisory firm headquartered in Boston, MA. They manage $715,766,000 in 1,716 accounts and serve the financial needs of clients across 22 states (or territories).

By the Numbers
  • Total Assets Under Management
    716
    MILLION
  • Total Number of Accounts
    1,716
    ACCOUNTS
  • Average Account Value
    $417,113
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CT, FL, GA, IL, LA, MA, MD, ME, NC, NH, NJ, NM, NY, PA, RI, SC, TN, TX, VA, VT

Financial Advisors at Baystate Wealth Management
Showing 1 - 10 of 56 top financial advisors.
1
Laurie C. Brown
CRD#: 1029895
200 Clarendon Street, 25th Floor, Boston, MA 02116
96
Wealthminder
score

Laurie Brown (CRD# 1029895) is an Investment Advisor Representative working at Baystate Wealth Management in Boston, MA and has over 35 years of experience in the finance industry.

2
Stephen B. Camarro
CRD#: 1938599
200 Clarendon Street, 25th Floor, Boston, MA 02116
96
Wealthminder
score

Stephen Camarro (CRD# 1938599) is an Investment Advisor Representative working at Baystate Wealth Management in Boston, MA and has over 27 years of experience in the finance industry. Stephen Camarro has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Thomas A. Cappucci
CRD#: 2761511
200 Clarendon Street, 25th Floor, Boston, MA 02116
96
Wealthminder
score

Thomas Cappucci (CRD# 2761511) is an Investment Advisor Representative working at Baystate Wealth Management in Boston, MA and has over 20 years of experience in the finance industry. Thomas Cappucci has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Joseph R. D'amore
CRD#: 4163169
222 Rosewood Drive, 3rd Floor, Danvers, MA 01923
96
Wealthminder
score

Joseph D'amore (CRD# 4163169) is an Investment Advisor Representative working at Baystate Wealth Management in Danvers, MA and has over 16 years of experience in the finance industry.

5
Joseph P. Davies
CRD#: 4976023
200 Clarendon Street 19th & 25th Floors, Boston, MA 02116
96
Wealthminder
score

Joseph Davies (CRD# 4976023) is an Investment Advisor Representative working at Baystate Wealth Management in Boston, MA and has over 9 years of experience in the finance industry. Joseph Davies has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Dwayne K. Demond
CRD#: 2824033
200 Clarendon Street, 25th Floor, Boston, MA 02116
96
Wealthminder
score

Dwayne Demond (CRD# 2824033) is an Investment Advisor Representative working at Baystate Wealth Management in Boston, MA and has over 20 years of experience in the finance industry. Dwayne Demond has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Richard M. Denton
CRD#: 65649
200 Clarendon Street, 25th Floor, Boston, MA 02116
96
Wealthminder
score

Richard Denton (CRD# 65649) is an Investment Advisor Representative working at Baystate Wealth Management in Boston, MA and has over 32 years of experience in the finance industry.

8
Michael C. Enright
CRD#: 1281955
200 Clarendon Street, 25th Floor, Boston, MA 02116
96
Wealthminder
score

Michael Enright (CRD# 1281955) is an Investment Advisor Representative working at Baystate Wealth Management in Boston, MA and has over 31 years of experience in the finance industry.

9
Jerald P. Facey
CRD#: 2914522
200 Clarendon Street, 25th Floor, Boston, MA 02116
96
Wealthminder
score

Jerald Facey (CRD# 2914522) is an Investment Advisor Representative working at Baystate Wealth Management in Boston, MA and has over 19 years of experience in the finance industry. Jerald Facey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Andrew D. Herman
CRD#: 4639448
200 Clarendon Street, 25th Floor, Boston, MA 02116
96
Wealthminder
score

Andrew Herman (CRD# 4639448) is an Investment Advisor Representative working at Baystate Wealth Management in Boston, MA and has over 13 years of experience in the finance industry. Andrew Herman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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