Gary Shilman

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2014 → 03/2022
  Bts Securities Corporation
  Lexington, MA
• 03/2022 → 07/2023
  Bts Securities Corporation
  Lexington, MA
• 03/2014 → 03/2022
  Bts Asset Management Inc.
  Lexington, MA
• 03/2022 → 07/2023
  Bts Asset Management Inc.
  Lexington, MA
• 08/2023 → 02/2024
  Potomac Fund Management
  Miami, FL
• 09/2024 → Present
  Edward Jones
  St. Louis, MO
• 02/2024 → 09/2024
  Unemployed
  Natick, MA

Previous Registrations

• 2023-08-23 → 2024-02-12
  Potomac
  Bethesda, MD
  Natick, MA
• 1997-04-03 → 2023-08-02
  Bts Asset Management, Inc.
  Lexington, MA

Other Businesses

"Tempus Unlimited - Milana Shilman Type: Date: 03/11/24 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: Hourly Pay City-State: Natick MA" *** Town of Natick Natick, MA Start date: 7/1/2025 Finance Committee Member Hours per week: 0 Hours during trading: 0 Desc: 1 of 15 committee members. This is an advisory committee. Makes recommendations to the Town Board of Selectman. ***

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-11-19
• S63 Uniform Securities Agent State Law Examination
  1996-11-18

Other Names

• Gary Allen Shilman