IB
IB

Isaac Charles Braley

26 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
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
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Location

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

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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.

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Other Business Activities

Isaac is the sole member of Resolute Capital, LLC, which he uses to invest his own capital in real estate and development projects since 2021. He spends time on this outside of normal market hours and weekends.

Employment History
Current Registrations
Bts Asset Management, INC.
January 2007 - Present · 19 yrs 1 mo
Bts Securities Corporation
September 1999 - Present · 26 yrs 5 mos
Bts Securities CorporationBroker
September 1999 - Present · 26 yrs 5 mos
State Registrations2 states
MANH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Isaac Charles Braley - Financial Advisor | TrueAdvisor