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 is classified in the FINTRX profile as an investment bank. The firm has an SEC registration dating to 2007. Ownership is listed as a combination of a domestic entity and an individual. The profile contains no entries for advisory activities, client segments, or a defined fee schedule. FINTRX flags several negative attributes: MSC - Bd, LLC is not marked as a capital allocator, is not identified as an active ESG investor, is not categorized as a multi-state adviser, and is not listed as a pension consultant or related adviser. The firm’s record does not include descriptions of investment mandates, manager allocations, or other typical wealth-management functions.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

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

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

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