AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JC

John S. Coulton

BAYSTATE CAPITAL SERVICES
Holyoke, MA 01040
Some features on this profile are disabled
CRD#: 2005749
JC

Professional summary

John Seywert Coulton is a registered financial professional currently at BAYSTATE CAPITAL SERVICES, INC. located in Holyoke, Massachusetts.

John is registered as a RR (Registered Representative) and started their career in finance in 1992. John has worked at 3 firms and has passed the SIE, Series 6 and Series 26 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view John Seywert Coulton's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 13, 1995 - Present

BAYSTATE CAPITAL SERVICES, INC.

Office #1: 330 Whitney Avenue, Suite 500, Holyoke, MA 01040Office #2: 330 Whitney Avenue, Suite 500, Holyoke, MA 01040
BD
CRD#: 38007
Holyoke, MA
Past

July 14, 1992 - July 5, 1995

FIRST VARIABLE CAPITAL SERVICES, INC.

BD
CRD#: 30007
BIRMINGHAM, AL
Past

March 9, 1992 - December 7, 1992

MONARCH SECURITIES, INC.

BD
CRD#: 2809

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 3/6/1992
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 5/11/1992
Investment Company Products/Variable Contracts Principal Examination
SRO Registrations
RR
FINRA

Current Firm

BC
BAYSTATE CAPITAL SERVICES, INC.
BAYSTATE CAPITAL SERVICES, INC.

CRD#: 38007 / SEC#: , 8-48054

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
330 Whitney Avenue, Suite 500, Holyoke, MA 01040
Mailing Address
330 Whitney Avenue, Suite 500, Holyoke, MA 01040
Phone number
(413) 784-6764
Established
Massachusetts since 11/16/1994
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

Documents

Direct owners and executive officers

NamePositionCRD#
MONARCH LIFE INSURANCE COMPANYOWNER
ARITAN, ATILLA GEORGEPRESIDENT, DIRECTOR1903299
COULTON, JOHN SEYWERTSECRETARY, DIRECTOR & CHIEF COMPLIANCE OFFICER2005749
HUMPHREY, LARRY MAURICETREASURER, DIRECTOR1050138
MCADOO, KEVIN, JOSEPHDIRECTOR

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BAYSTATE CAPITAL SERVICES, INC.

CRD#: 38007Holyoke, MA 01040

TRUST BUT VERIFY

Monitor John Coulton

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

TP
Tyrane PerryAdvisorCheck Check Mark
J.P. MORGAN SECURITIES LLC
IAR
RR
Atlanta, GA
Sarah Flanders Soria
Sarah SoriaAdvisorCheck Check Mark
PROSPERITY CAPITAL ADVISORS
IAR
Grass Valley, CA
GJ
Gerald JevicAdvisorCheck Check Mark
OPPENHEIMER & CO. INC.
IAR
RR
Haddon Township, NJ
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.