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CRD#: 8328
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

BTS SECURITIES CORPORATION is located at 55 Old Bedford Road Suite 203, Lincoln, MA 01773 and was first established at Boston, Massachusetts in 01/28/1981. After operating for 45 years, BTS SECURITIES CORPORATION has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of BTS SECURITIES CORPORATION’s clients are individuals and 0% of their clients are high net worth individuals. BTS SECURITIES CORPORATION has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at BTS SECURITIES CORPORATION are registered to handle securities or provide financial advice. The firm has 1 disclosures, 1 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access BTS SECURITIES CORPORATION‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at BTS SECURITIES CORPORATION. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for BTS SECURITIES CORPORATION Comes From

Understanding the Statistics for BTS SECURITIES CORPORATION and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
Regulatory Event
1

FIRM INFORMATION

Main Address
55 Old Bedford Road Suite 203, Lincoln, MA 01773
Mailing Address
55 Old Bedford Road Suite 203, Lincoln, MA 01773
Firm Size
Small
Phone Number
(781) 863-2545
Established
Massachusetts since 01/28/1981
Firm Type
Corporation
Fiscal year end
July
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
PASTS, MATTHEW ALEXANDERPRESIDENT, CHIEF COMPLIANCE OFFICER, SECRETARY, DIRECTOR2132031
PASTS, VILISDIRECTOR357593

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Advisor's working at BTS SECURITIES CORPORATION

MB

Mark Byron Bentley

IAR
RR
CRD#: 1539912
Location:
Lincoln, MA 01773
Company:
BTS ASSET MANAGEMENT, INC.
Disclosures:
Experience:
38 years
View Profile
MP

Matthew Alexander Pasts

IAR
RR
CRD#: 2132031
Location:
Lexington, MA 02420
Company:
BTS ASSET MANAGEMENT, INC.
Disclosures:
Experience:
34 years
View Profile
GP

George William Platt III

IAR
RR
CRD#: 4703850
Location:
Lincoln, MA 01773
Company:
BTS ASSET MANAGEMENT, INC.
Disclosures:
Experience:
22 years
View Profile
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