Baystate Wealth Management
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About this Advisor
Guido Sarcione is an advisor in Boston, Massachusetts. Currently a registered financial advisor at Baystate Wealth Management, they have gathered 17 years of work experience in the financial advisory industry. Sarcione holds Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Sarcione is registered to serve investors based out of Rhode Island. During their career, Sarcione has held roles at New England Securities, Integrated Wealth Concepts LLC, Metlife Securities Inc, Mml Investors Services, LLC and Lpl Financial, LLC. Baystate Wealth Management is located in Boston, Massachusetts, and has six locations throughout the nation. Overall, Baystate Wealth Management manages $1 billion in assets throughout 2,790 client accounts and retains 12 staff members. The amount of assets the firm manages makes it one of the larger investment advisory firms in the country. The firm manages 2,736 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 3% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. Baystate Wealth Management provides portfolio management for individuals and small businesses and portfolio management for institutional clients. The firm's fees may include asset-based fees.
Certifications and Registrations
Years of Experience
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Baystate Wealth Management Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Guido Sarcione Work History
Guido has 17 years of experience.
Integrated Wealth Concepts LLC
Lpl Financial, LLC
Mml Investors Services, LLC
Metlife Securities Inc
New England Securities
Guido Sarcione has disclosures.
Please visit their SEC profile for more details.