Unclaimed Profile

Gary Allen Shilman

BTS ASSET MANAGEMENT INC·LEXINGTON, Massachusetts

SIE, Series 4, Series 6, Series 7, Series 24, Series 51, Series 63, Series 65, Series 99TOClean record29 years registeredBTS ASSET MANAGEMENT INC

420 BEDFORD STREET, LEXINGTON, MA 02420CRD# 2796079Firm CRD# 105215

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gary Allen Shilman · LEXINGTON, MA

Registration

CRD #2796079 · BTS ASSET MANAGEMENT INC · 29 years registered

Brand Profile

Not yet started

Career History

EDWARD JONES

Nov 2024 – present

POTOMAC FUND MANAGEMENT

Aug 2023 – Feb 2024

NATICK, MA

BTS ASSET MANAGEMENT, INC.

Apr 1997 – Aug 2023

LEXINGTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 6

Series 7

Series 24

Series 51

Series 63

Series 65

Series 99TO

Registration record

First registered · April 3, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BTS ASSET MANAGEMENT INC

CRD 105215 · SEC 801-14895

AUM

$209M

Regulatory assets under management

Employees

834 client accounts

Services offered by BTS ASSET MANAGEMENT INC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Other advisory services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at BTS ASSET MANAGEMENT INC →

Introduction

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Frequently Asked Questions

What services does Gary Allen Shilman offer?

Gary Allen Shilman specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LEXINGTON, Massachusetts for a consultation.

What are Gary Allen Shilman's credentials?

Gary Allen Shilman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gary Allen Shilman located?

Gary Allen Shilman is based in LEXINGTON, Massachusetts, working with BTS ASSET MANAGEMENT INC. Their office serves clients in the LEXINGTON metropolitan area and surrounding communities.

How does Gary Allen Shilman charge for services?

Gary Allen Shilman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BTS ASSET MANAGEMENT INC?

BTS ASSET MANAGEMENT INC has approximately 19 employees and manages $209M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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