Joshua
Pierce

Baystate Wealth Management

CRD#4715301
Investment Advisor
in Boston, MA

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About this Advisor

Joshua Pierce is a certified financial planner working in Boston, Massachusetts with 13 years of industry experience. Pierce is an advisor for Baystate Wealth Management. Throughout their career, they have worked at New England Securities, Metlife Securities Inc, Mml Investors Services, LLC and Baystate Wealth Management. Pierce maintains Series 63 and Series 66 licenses, certifying them as a securities agent, and is registered to operate in Massachusetts. Baystate Wealth Management is a registered investment company operating out of Boston, MA. The company has a total of 11 people on staff. It manages $2 billion in total assets between its 3,833 accounts, placing it among the biggest financial advisory firms in the country by assets under management. Of its 3,833 accounts, 16% belong to high-net-worth clients who have more than $1 million in investable assets. The firm offers a few services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fee schedules typically vary depending on which services the firm provides the client. Fees billed by Baystate Wealth Management typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

13 years

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

One Marina Park Drive 16Th Floor
Boston, MA 02210

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Baystate Wealth Management Brokerage Details

Total Assets Under Management

$1,504,797,634

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

11

MA Average: 118
Total Number of Accounts

3,833

MA Average: 4,567
Average Account Size

$392,590

MA Average: $3,506,186

Investment Advisory Services

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

Joshua Pierce Work History

Joshua has been registered as a financial advisor for 13 years.*

2017 - Present (7 years)

Mml Investors Services, LLC

2010 - Present (14 years)

Baystate Wealth Management

2015 - 2017 (2 years)

Metlife Securities Inc

2009 - 2015 (6 years)

New England Securities

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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

Ethan Somers
Boston, MA
Andy Mai
Boston, MA
Stuart Long
Boston, MA
Joshua Pierce
Boston, MA
John Cogswell
Boston, MA
Thomas O'Connor
Boston, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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