Kevin Batstone has been Managing Member / Chief Compliance Officer of BayBridge Capital Group since July 2015, is a control person of the firm and directly owns 75% or more of it. Kevin Batstone holds a BA in Economics & Gender Studies from California State University, San Marcos.
Baybridge Capital Group, LLC is a Livermore, CA firm with $193M under management, 220 clients and 2 advisers in one office, as of its March 2026 filing.
Kevin Batstone is Managing Partner of BayBridge Capital Group, LLC. He oversees the Private Wealth Management division, directing investment research, strategy and portfolio allocation, and works with clients on the development and implementation of financial plans. He has more than a decade of experience as a Financial Advisor.
Kevin Batstone’s longest registration is the current one, 9 years at BayBridge Capital Group since 2016. Before joining BayBridge Capital Group in 2016, Kevin Batstone was registered through Infinity Financial Services and Morgan Stanley.
- Baybridge Capital Group, LLCCurrent– present · 9 yearsLivermore, CA · Adviser representative · Firm CRD 284867
- Infinity Financial Services– · 4 yearsPleasanton, CA · Adviser representative · Firm CRD 144302
- Morgan Stanley– · 2 yearsWalnut Creek, CA · Adviser representative · Firm CRD 149777
Professional designations
Listed by BayBridge Capital Group
- CFP®
Investment adviser representative registrations
Kevin Batstone is registered as an investment adviser representative in 2 states. The first approvals date from November 2016; the most recent is Texas, in March 2023.
- CaliforniaSince 4 November 2016
- TexasSince 31 March 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 29 June 2011 |
| Series 66 | Uniform Combined State Law Examination | 6 May 2011 |
| Series 7 | General Securities Representative Examination | 5 April 2011 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kevin Charles Batstone
- CRD
- 5833464
- Firm
- BayBridge Capital Group · CRD 284867
- Role
- Managing Member / Chief Compliance Officer
- Office
- 2205 FOURTH STREET, Livermore, CA 94550
- Registration
- Investment adviser registration
- In the industry since
- April 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- baybridgecg.com
Where does Kevin Batstone work?
Kevin Batstone has been Managing Member / Chief Compliance Officer of Baybridge Capital Group, LLC since July 2015, and is a control person of the firm.
Is Kevin Batstone a financial advisor?
Yes. Kevin Batstone has a current investment-adviser registration in California and Texas, through BayBridge Capital Group since November 2016.
How many years of experience does Kevin Batstone have?
Kevin Batstone has 15 years in the financial industry, since April 2011, across 3 adviser firms.
What exams has Kevin Batstone passed?
Kevin Batstone has passed 3 licensing exams: the Series 7, Series 66 and Series 31. The earliest, the Series 7, was passed in April 2011. FINRA credited Kevin Batstone with the SIE, which began in October 2018.
Where did Kevin Batstone work before BayBridge Capital Group?
Before BayBridge Capital Group, Kevin Batstone was registered through Morgan Stanley, May 2011 to July 2013.
Where is Kevin Batstone based?
Kevin Batstone’s registered office is in Livermore, CA.
Is Kevin Batstone registered with FINRA?
No. Kevin Batstone has no current broker registration.
Is Kevin Batstone a CFP?
BayBridge Capital Group lists Kevin Batstone with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Kevin Batstone’s record?
Search CRD 5833464 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kevin Batstone’s full registration record.