Unclaimed Profile

Isaac Charles Braley

BTS ASSET MANAGEMENT INC·LINCOLN, Massachusetts

SIE, Series 6, Series 63, Series 65Clean record26 years registeredBTS ASSET MANAGEMENT INC

55 OLD BEDFORD ROAD, LINCOLN, MA 01773CRD# 3274460Firm CRD# 105215

Profile Verification

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

Identity

Isaac Charles Braley · LINCOLN, MA

Registration

CRD #3274460 · BTS ASSET MANAGEMENT INC · 26 years registered

Brand Profile

Not yet started

Career History

BTS ASSET MANAGEMENT, INC.

Jan 2007 – present

BTS SECURITIES CORPORATION

Sep 1999 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Series 65

Registration record

First registered · September 27, 1999

Years registered · 26

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 Isaac Charles Braley offer?

Isaac Charles Braley specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LINCOLN, Massachusetts for a consultation.

What are Isaac Charles Braley's credentials?

Isaac Charles Braley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Isaac Charles Braley located?

Isaac Charles Braley is based in LINCOLN, Massachusetts, working with BTS ASSET MANAGEMENT INC. Their office serves clients in the LINCOLN metropolitan area and surrounding communities.

How does Isaac Charles Braley charge for services?

Isaac Charles Braley'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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