TrueAdvisor
TrueAdvisor
MB
MB

Mark Byron Bentley

Bts Asset Management, INC.
36 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Bts Asset Management, INC.
Compensation
Fee-Only (AUM)
Firm Size
8 advisors
Number of Clients
599 clients
Average Client Portfolio
$315K average
Assets Under Management
$188.8M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only

Location

55 Old Bedford Road, Suite 203, Lincoln, MA, 01773

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Bts Asset Management, INC.
February 2014 - Present · 12 yrs
Bts Securities CorporationBroker
January 2014 - Present · 12 yrs 1 mo
Previous Registrations
Old Mutual Capital
July 2011 - February 2012 · 7 mos
Old Mutual Investment PartnersBroker
November 2009 - February 2012 · 2 yrs 3 mos
Rydex Advisory Services, LLC
February 2009 - November 2009 · 9 mos
Rydex Distributors, INC.Broker
August 1996 - November 2009 · 13 yrs 3 mos
The Dreyfus Service CorporationBroker
August 1995 - January 1997 · 1 yr 5 mos
Premier Mutual Fund Services, INC.Broker
February 1995 - August 1995 · 6 mos
Funds Distributor, INC.Broker
May 1993 - February 1995 · 1 yr 9 mos
New England SecuritiesBroker
June 1987 - December 1992 · 5 yrs 6 mos
State Registrations1 state
MA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.