Baystate Capital Services, Inc.

Overview

Baystate Capital Services, Inc. is a corporate insurance broker-dealer that has been SEC-registered since 1995. The firm is owned through a combination of a domestic entity and an individual and is described in regulatory data as focused on broker-dealer activity rather than operating as an investment allocator or discretionary asset manager. Regulatory descriptors indicate Baystate Capital Services does not present itself as a multi-state investment adviser, pension consultant, related adviser, or a newly formed adviser. The firm is not identified as an active ESG investor. Taken together, the public profile points to a business centered on insurance distribution and broker-dealer services rather than delivering advisory asset-management solutions.

Assets & Accounts