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Find, Compare and Monitor Financial Advisors at BAYSTATE CAPITAL SERVICES, INC.

CRD#: 38007
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

BAYSTATE CAPITAL SERVICES, INC. is located at 330 Whitney Avenue, Suite 500, Holyoke, MA 01040 and was first established at Boston, Massachusetts in 11/16/1994. After operating for 31 years, BAYSTATE CAPITAL SERVICES, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of BAYSTATE CAPITAL SERVICES, INC.’s clients are individuals and 0% of their clients are high net worth individuals. BAYSTATE CAPITAL SERVICES, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at BAYSTATE CAPITAL SERVICES, INC. are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access BAYSTATE CAPITAL SERVICES, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at BAYSTATE CAPITAL SERVICES, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for BAYSTATE CAPITAL SERVICES, INC. Comes From

Understanding the Statistics for BAYSTATE CAPITAL SERVICES, INC. and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
330 Whitney Avenue, Suite 500, Holyoke, MA 01040
Mailing Address
330 Whitney Avenue, Suite 500, Holyoke, MA 01040
Firm Size
Small
Phone Number
(413) 784-6764
Established
Massachusetts since 11/16/1994
Firm Type
Corporation
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

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

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Advisor's working at BAYSTATE CAPITAL SERVICES, INC.

KB

Karen Ann Brault

Karen Ann Brault Moson
RR
CRD#: 1794609
Location:
Holyoke, MA 01040
Company:
BAYSTATE CAPITAL SERVICES, INC.
Disclosures:
Experience:
37 years
View Profile
JC

John Seywert Coulton

RR
CRD#: 2005749
Location:
Holyoke, MA 01040
Company:
BAYSTATE CAPITAL SERVICES, INC.
Disclosures:
Experience:
33 years
View Profile
AA

Atilla George Aritan

RR
CRD#: 1903299
Location:
Holyoke, MA 01040
Company:
BAYSTATE CAPITAL SERVICES, INC.
Disclosures:
Experience:
37 years
View Profile
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