BTS Securities Corporation

Broker-DealerFINRA MemberEst. 1981
Total AUM
Advisory reps
14
Avg account
$0

Firm details

Headquarters
Lincoln, Massachusetts
CRD number
8328
Registered since
October 12, 1981

Firm profile

FINTRX

Overview

BTS Securities Corporation is organized as a corporation and lists 1981 as its SEC registration year. The firm is individually owned and is designated in the source data as "unclassified" for its operating profile. The record indicates BTS Securities does not act as a capital allocator, is not an active ESG investor, is not a multi‑state adviser, and is not identified as a pension consultant or related adviser. Public disclosures from the source are minimal: no business activities, advisory activities, fee structure, or client base details were provided in the dataset.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Matthew Pasts

    Matthew Pasts

    CEOCRD 2132031

Contacts

3 of 13
  • Isaac Braley

    Isaac Braley

    Presiden, DirectorCRD 3274460

  • Vilis Pasts

    Vilis Pasts

    Portfolio ManagerCRD 357593

  • George Platt

    George Platt

    Regional Vice PresidentCRD 4703850

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Lincoln, MA

Middlesex

Location

Lincoln, MA

Headquartered in Lincoln, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Middlesex
Address
55 Old Bedford Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth