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 registered with the SEC since 2007. Public records classify the firm as an investment bank and indicate ownership is held by a combination of a domestic entity and an individual. The profile data flags several operational attributes: MSC - Bd, LLC is not listed as a capital allocator, is not identified as an active ESG investor, and is not documented as a multi-state adviser or a pension consultant. There are no entries for related adviser status, and the firm does not appear to have provided detail on its advisory or business activities in the available dataset.

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

    Founder & CEOCRD 5752036

  • PAUL MCINTYRE

    Chief Compliance OfficerCRD 1002368

Contacts

3 of 14
  • BARRY PETERSEN

    Managing DirectorCRD 1723643

  • 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