BTS SECURITIES CORPORATION

Broker-DealerFINRA MemberEst. 1981
Total AUM
Advisory reps
12
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 corporation that first registered with the SEC in 1981 and is owned by an individual. Public filings classify the firm as unclassified rather than as a registered investment adviser with a multi-state or pension-consulting focus. The record indicates BTS Securities does not act as a capital allocator and is not identified as an active ESG investor. No details about its specific advisory services, fee structure, or business activities were provided in the available data.

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

    CEOCRD 2132031

Contacts

3 of 11
  • GEORGE PLATT

    Regional Vice PresidentCRD 4703850

  • BRENDAN SCARAFONE

    Strategic Account ManagerCRD 6529784

  • Matthew Minieri

    Accounting ManagerCRD 7709988

Unlock 8 more contacts

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth