Joshua
Pierce
Baystate Wealth Management
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About this Advisor
Joshua Pierce is a financial advisor based in Leawood, Kansas, working with Baystate Wealth Management. Joshua has previously held positions at New England Securities, Metlife Securities Inc, Mml Investors Services, LLC, and Baystate Wealth Management. Joshua has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Massachusetts. Currently, Joshua is part of Baystate Wealth Management, which operates out of Leawood, Kansas. The firm has 2 offices and 12 employees. The firm manages assets totaling $1.9 billion and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Baystate Wealth Management includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Baystate Wealth Management Brokerage Details
$1,917,168,691
12
4,733
$405,064
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Joshua Pierce Work History
Baystate Wealth Management
Baystate Wealth Management
Mml Investors Services, LLC
Mml Investors Services, LLC
Metlife Securities Inc
Baystate Wealth Management
New England Securities
Disclosures
Please visit the SEC profile of Joshua Pierce to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Baystate Wealth Management
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
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