MSC - Bd, LLC

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
16
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 classified in the dataset as an investment bank. The firm appears on SEC records from 2007 and is identified as having both a domestic-entity and individual ownership structure. The FINTRX snapshot marks the firm as not acting as a capital allocator and not positioning itself as an active ESG investor. Regulatory and business flags in the snapshot show the firm is not listed as a multi-state adviser, not a pension consultant, not a related adviser, and not newly formed. The dataset does not include detailed descriptions of the firm’s advisory activities, client segments, or fee arrangements.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Charles Botchway

    Charles Botchway

    Founder & CEOCRD 5752036

  • Paul Mcintyre

    Paul Mcintyre

    Chief Compliance OfficerCRD 1002368

Contacts

3 of 14
  • Barry Petersen

    Managing DirectorCRD 1723643

  • Musa Jagne

    Musa Jagne

    Managing PartnerCRD 4731662

  • Richard Johnston

    Business AdvisorCRD 848543

Unlock 11 more contacts

Wealth teams

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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

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