MSC - Bd, LLC

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
17
Avg account
$0

Firm details

Headquarters
Lake Oswego, Oregon
CRD number
142927
Registered since
June 14, 2007

Firm profile

FINTRX

Overview

MSC - Bd, LLC is organized as a limited liability company and is recorded in FINTRX as an SEC‑registered entity since 2007. The platform classifies the firm as an investment bank and lists its owner type as a combination of a domestic entity and an individual. FINTRX indicates the firm is not a capital allocator and is not flagged as an active ESG investor, multi‑state adviser, pension consultant, or related adviser. The available profile does not include descriptive entries for the firm's advisory activities, business activities, fee schedule, or client segments. Its classification as an investment bank, together with the absence of reported advisory metrics, suggests the firm’s primary activities are likely capital‑markets, brokerage, or transaction/advisory services rather than providing discretionary wealth management on a traditional RIA model.

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

2 of 2
  • Paul Mcintyre

    Paul Mcintyre

    Chief Compliance OfficerCRD 1002368

  • Charles Botchway

    Charles Botchway

    Founder & CEOCRD 5752036

Contacts

3 of 15
  • Alfred Dinicola

    Alfred Dinicola

    Investment Adviser RepresentativeCRD 1305518

  • Barry Petersen

    Senior Managing DirectorCRD 1723643

  • Shawn Jackson

    Shawn Jackson

    Investment BankerCRD 4251125

Unlock 12 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Lake Oswego, OR

Clackamas

Location

Lake Oswego, OR

Headquartered in Lake Oswego, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.

Metro area
Portland-Vancouver-Salem, OR-WA
Region
West
County
Clackamas
Address
5 Centerpointe Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth