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Brian C Sylvia

Bts Asset Management, Inc.

Lincoln, MA

CRD 7878551

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Employer firm

Bts Asset Management, Inc. CRD 105215

$145M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Market timing
  • CONSULTATION SERVICES

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

Current Employers
Bts Asset Management, Inc.

55 Old Bedford Road Suite 203, Lincoln, MA 01773 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-04-23
  • MA RA
    APPROVED
    Since 2026-04-23

Branch Locations

55 Old Bedford Road Suite 203, Lincoln, MA 01773 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bts Asset Management Lincoln MA 11/2017 Present
First Citizens Federal Credit Union Fairhaven MA 07/2013 11/2017
  • 11/2017 → Present
    Bts Asset Management
    Lincoln, MA
  • 07/2013 → 11/2017
    First Citizens Federal Credit Union
    Fairhaven, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-05
  • S66 Uniform Combined State Law Examination
    2024-09-05

View on SEC IAPD

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PEAR TREE ADVISORS, INC.
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Nearby Investors

MATTHEW ADAM KATZ
Rohan Khushroo Shroff
TYLER PERRY RODDAY

Nearby Offices

PEAR TREE PARTNERS, LP · LINCOLN, MA
PEAR TREE ADVISORS, INC. · LINCOLN, MA
U. S. BOSTON CAPITAL CORPORATION · LINCOLN, MA

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