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 has been SEC-registered since 1981. The firm is owned by an individual and is listed in the source data as "Unclassified" for its industry categorization. Available disclosures indicate the firm is not a capital allocator, is not active on ESG investing, and does not operate as a multistate or newly formed adviser. It also does not identify itself as a pension consultant or as a related adviser to another registered entity. Public-facing detail about the firm’s client segments, advisory services, fee models and day-to-day business activities is minimal in the provided dataset. That limited disclosure makes it difficult to characterize the firm’s client focus or service offering beyond the registration and structural attributes above.

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

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Recent M&A activity

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Recent filings

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Awards

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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