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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Mml Investors Services, LLC 5 months, 2 weeks Mar 2017 - Present
Massachusetts Mutual Life Insurance Company 1 year, 1 month Jul 2016 - Present
Metlifesecurities, Inc. 13 years, 8 months Dec 2003 - Present
Metropolitan Life Insurance Co. 13 years, 8 months Dec 2003 - Present
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James Raymond Dearden?
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Designations & Memberships

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Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    1
  • as of date
    Jun 3, 2017
FINRA
FINRA
  • license status
    Registered
  • disclosures
    1
  • as of date
    Jun 3, 2017
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Baystate Wealth Management

Last updated on March 30, 2017
    • $907.2M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2K
      Accounts
    • $431.2K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
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