Baystate Capital Services, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Holyoke, Massachusetts
CRD number
38007
Registered since
June 13, 1995

Firm profile

FINTRX

Overview

Baystate Capital Services, Inc. is organized as a corporation that operates as an insurance broker-dealer. The firm is owned at the domestic/individual level and is positioned to provide insurance distribution rather than serving as an investment manager or allocator. Publicly available descriptors indicate it does not act as a capital allocator or an active ESG investor, and it is not identified as a multi-state or pension-focused adviser. The firm’s public profile includes minimal detail about advisory or brokerage product lines, affiliations, or client segments. That suggests Baystate Capital Services functions primarily in an insurance brokerage capacity rather than maintaining a broader wealth-management platform.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Holyoke, MA

Hampden

Location

Holyoke, MA

Headquartered in Holyoke, MA, in the Northeast of the United States.

Region
Northeast
County
Hampden
Address
330 Whitney Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth