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MC

Manuel A. Carreira

BAYSTATE CAPITAL SERVICES
Holyoke, MA 01040
Some features on this profile are disabled
CRD#: 5273907
MC

Professional summary

Manuel Augusto Carreira is a registered financial professional currently at BAYSTATE CAPITAL SERVICES, INC. located in Holyoke, Massachusetts.

Manuel is registered as a RR (Registered Representative) and started their career in finance in 2007. Manuel has worked at 1 firm and has passed the Series 63, Series 99TO, SIE and Series 6 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 Manuel Augusto Carreira'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

January 31, 2007 - Present

BAYSTATE CAPITAL SERVICES, INC.

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

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
RR
Series 63
Date: 2/1/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 1/30/2007
Investment Company Products/Variable Contracts Representative 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)
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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

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