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 has been SEC-registered since 2007. The firm is classified as an investment bank and is owned by a combination of a domestic entity and an individual. Available records indicate it does not function as a capital allocator and it is not identified as an active ESG investor, multi-state adviser, pension consultant, or related adviser. The public summary for the firm provides minimal detail about its day-to-day advisory or fee arrangements; the classification as an investment bank, together with the lack of reported client and AUM metrics, suggests the entity’s primary activities are not concentrated on traditional discretionary wealth management for retail or institutional clients.

Assets & Accounts

Investments & Alternatives

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 15
  • Barry Petersen

    Senior Managing DirectorCRD 1723643

  • Musa Jagne

    Musa Jagne

    Managing PartnerCRD 4731662

  • Richard Johnston

    Business AdvisorCRD 848543

Unlock 12 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