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Sharon L. Mitsopoulos

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CRD#: 5254218
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Sharon L Mitsopoulos, who also goes by Sharon Elizabeth Len, Sharon Len, Sharon Mitsopoulos, was a registered financial professional .

Sharon is a previously registered financial professional and started their career in finance in 2006. Sharon had worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Sharon Elizabeth Len | Sharon Len | Sharon Mitsopoulos

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

August 30, 2010 - September 23, 2014

MARINER

RIA
CRD#: 151664
OVERLAND PARK,, KS
Past

August 8, 2007 - October 3, 2014

NEW ENGLAND SECURITIES

RIA
CRD#: 615
NASHUA, NH
Past

December 4, 2006 - October 3, 2014

NEW ENGLAND SECURITIES

BD
CRD#: 615
NASHUA, NH

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MA
MARINER
BAYSTATE WEALTH MANAGEMENT | MARINER | BAYSTATE WEALTH MANAGEMENT LLC

CRD#: 151664 / SEC#: 801-71691

RIA
Registered Investment Advisory firm - (7/28/2010 Approved)
Massachusetts
Registered Investment Advisory firm - (7/29/2010 Terminated)
Rhode Island
Registered Investment Advisory firm - (7/29/2010 Terminated)

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


State Security Law Exam
IAR
Series 65
Date: 7/17/2007
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


MA
MARINER
BAYSTATE WEALTH MANAGEMENT | MARINER | BAYSTATE WEALTH MANAGEMENT LLC

CRD#: 151664 / SEC#: 801-71691

RIA
Registered Investment Advisory firm - (7/28/2010 Approved)
Massachusetts
Registered Investment Advisory firm - (7/29/2010 Terminated)
Rhode Island
Registered Investment Advisory firm - (7/29/2010 Terminated)
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Contact information


Main Address
5700 West 112th Street Suite 500, Overland Park,, KS 66211
Mailing Address
Phone number
(913) 904-5700
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (31 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

APPENDIX I WRAP FEE PROGRAM (3/28/2025)

Regulatory assets under management


Total Number of Accounts5,559
AUM (Assets Under Management)$ 2,352,770,746

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


MARINER

CRD#: 151664

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