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Joshua Nathan Breen

BTS ASSET MANAGEMENT INC·LEXINGTON, Massachusetts
SIE, Series 7, Series 14, Series 24Clean recordBTS ASSET MANAGEMENT INC
420 BEDFORD STREET, LEXINGTON, MA 02420CRD# 6227069Firm CRD# 105215

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joshua Nathan Breen · LEXINGTON, MA
Registration
CRD #6227069 · BTS ASSET MANAGEMENT INC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 14
Series 24
02

Disclosure History

Clean record · no disclosure events on file

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

03

Firm Overview

Firm
BTS ASSET MANAGEMENT INC
CRD 105215 · SEC 801-14895
AUM
$209M
Regulatory assets under management
Employees
19
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 Joshua Nathan Breen offer?
Joshua Nathan Breen specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LEXINGTON, Massachusetts for a consultation.
What are Joshua Nathan Breen's credentials?
Joshua Nathan Breen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joshua Nathan Breen located?
Joshua Nathan Breen 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 Joshua Nathan Breen charge for services?
Joshua Nathan Breen'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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Other Advisors at BTS ASSET MANAGEMENT INC

Isaac Charles Braley
LINCOLN, MA
Matthew Alexander Pasts
LINCOLN, MA
Vilis Pasts
LINCOLN, MA
Gary Allen Shilman
LEXINGTON, MA

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Research
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