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).

Current Firm Details
5700 West 112th Street, Suite 500, Overland Park,, KS 66211
http://baystatewealth.com
By the Numbers
  • Total Assets Under Management
    1,917
    MILLION
  • Total Number of Accounts
    4,733
    ACCOUNTS
  • Average Account Value
    $405,064
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Baystate Wealth Management
Showing 1 - 6 of 6 top financial advisors.
1
John Cogswell, financial advisor Overland Park, KS
John P. Cogswell
CRD#: 2674161
5700 West 112th Street, Suite 500, Overland Park,, KS 66211

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.

2
Stuart Long, financial advisor Overland Park, KS
Stuart W. Long
CRD#: 4867416
5700 West 112th Street, Suite 500, Overland Park,, KS 66211

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.

3
Andy Mai, financial advisor Overland Park, KS
Andy Mai
CRD#: 6364182
5700 West 112th Street, Suite 500, Overland Park,, KS 66211

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.

4
Thomas O'connor, financial advisor Overland Park, KS
Thomas N. O'connor
CRD#: 4374733
5700 West 112th Street, Suite 500, Overland Park,, KS 66211

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.

5
Joshua Pierce, financial advisor Overland Park, KS
Joshua T. Pierce
CRD#: 4715301
5700 West 112th Street, Suite 500, Overland Park,, KS 66211

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.

6
Ethan Somers, financial advisor Overland Park, KS
Ethan M. Somers
CRD#: 6062409
5700 West 112th Street, Suite 500, Overland Park,, KS 66211

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.

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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