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 36 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 28 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 21 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 17 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 10 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 21 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 33 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 32 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 20 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 14 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.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.