Guido
Sarcione

Baystate Wealth Management

CRD#2662742
Investment Advisor
in Boston, MA
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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

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

17 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Disclosures

Yes

Office Location

200 Clarendon Street 25Th Floor
Boston, MA 02116

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Baystate Wealth Management Brokerage Details

Total Assets Under Management

$1,127,104,899

MA Average: $16,012,751,954
Total Number of Employees

12

MA Average: 118
Total Number of Accounts

2,790

MA Average: 4,567
Average Account Size

$403,980

MA Average: $3,506,186

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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.

2017 - Present (2 years)

Integrated Wealth Concepts LLC

2017 - 2017 (0 years)

Mml Investors Services, LLC

2017 - Present (2 years)

Lpl Financial, LLC

2015 - 2017 (2 years)

Metlife Securities Inc

2001 - 2015 (14 years)

New England Securities

Disclosures

Guido Sarcione has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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