MSC - Bd, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
18
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 that is classified in filings as an investment bank. Ownership is reported as a mix of a domestic entity and an individual, and the firm does not identify itself as a capital allocator. Publicly available source information for MSC - Bd, LLC provides very limited detail on its lines of business, advisory services, client types, or fee arrangements. The firm is not identified as an active ESG investor, is not listed as a multi-state adviser, and does not present itself as a pension consultant or related adviser. Filings also indicate it is not a newly formed adviser. Beyond those structural and attribute data points, the firm has not supplied descriptive material about its investment approach, target clients, or product mix.

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

2 of 2
  • Paul Mcintyre

    Paul Mcintyre

    Chief Compliance OfficerCRD 1002368

  • Charles Botchway

    Charles Botchway

    Founder & CEOCRD 5752036

Contacts

3 of 16
  • Barry Petersen

    Senior Managing DirectorCRD 1723643

  • Shawn Jackson

    Shawn Jackson

    Investment BankerCRD 4251125

  • Aaron Wimberley

    Aaron Wimberley

    Managing DirectorCRD 4336074

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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