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, according to FINTRX, has been SEC-registered since 1981. The firm is listed as individually owned and carries an internal classification of "Unclassified." FINTRX indicates the firm is not a capital allocator and does not identify as an active ESG investor. It is not reported as a multistate adviser, newly formed adviser, pension consultant, or a related adviser. FINTRX does not supply details on the firm's client base, fee schedules, or the specific advisory and business activities it conducts.

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
  • Aaron Clifford

    Aaron Clifford

    Advisory Service ConsultantCRD 7522721

  • George Platt

    George Platt

    Regional Vice PresidentCRD 4703850

  • Brendan Scarafone

    Brendan Scarafone

    Strategic Account ManagerCRD 6529784

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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