BTS Securities Corporation

Broker-DealerFINRA Member
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 a privately held corporation under individual ownership. Publicly available descriptors list the firm as "unclassified" and indicate limited activity on investment allocation—specifically, it is not identified as a capital allocator, an active ESG investor, a pension consultant, or a related adviser. The firm has not provided material information about its advisory services, fee structure, client focus, or typical business activities.

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

FINTRX

Contacts

FINTRX

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