Thomas
O'Connor
Baystate Wealth Management
Answer a few questions and
get matched with an advisor.
About this Advisor
Thomas O'Connor is a financial advisor who works in Boston, Massachusetts who has 13 years of relevant experience. O'Connor works at Baystate Wealth Management. Over the course of their career, O'Connor has held roles at O'Connor, Carnathan And Mack, LLC, Baystate Financial Services, New England Securities, Metlife Securities Inc, Mml Investors Services, LLC, Massmutual Life Insurance Company, Catalyst Financial Partners and Baystate Wealth Management. O'Connor holds Series 63, Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Massachusetts and Texas. Baystate Wealth Management is a registered investment firm that has its headquarters in Boston, MA. The firm has a total of 11 advisors. It administers $2 billion in assets under management across its 3,833 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. Of its 3,833 customer accounts, 16% are associated with high-net-worth clients who have greater than $1 million in assets. Baystate Wealth Management performs a few services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors depend on which services the firm provides the client. Fees charged by Baystate Wealth Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Baystate Wealth Management Brokerage Details
$1,504,797,634
11
3,833
$392,590
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Thomas O'Connor Work History
Thomas has been registered as a financial advisor for 13 years.*
Catalyst Financial Partners
Massmutual Life Insurance Company
Baystate Wealth Management
O'Connor, Carnathan And Mack, LLC
Mml Investors Services, LLC
Metlife Securities Inc
New England Securities
Baystate Financial Services
*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 Thomas O'Connor 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
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.