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George William Platt

BTS Asset Management, Inc.

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About George William Platt

George William Platt has been in the financial services industry since October 13, 2005. George is currently registered as a Registered Representative and Investment Advisor Representative with BTS Asset Management, Inc., a firm that provides investment advisory and portfolio management services. George holds the Series 63, Series 65, Series 7, and SIE licenses. Previously, George was employed by Brown Brothers Harriman & Co. from October 16, 2003, to June 29, 2004. George has a long history of providing investment advice and portfolio management services to a wide range of clients, including individuals, corporations, and investment companies.

Firm Information

George Platt is currently registered with BTS Asset Management, Inc.. BTS Asset Management, Inc. is a Lincoln, MA-based investment advisor with a focus on portfolio management for individuals, businesses, and investment companies. The firm offers market timing services and other advisory services, and manages over $208 million in assets for over 834 clients. They are registered with the SEC (SEC Number: 801-14895).
BTS Asset Management, Inc.

55 OLD BEDFORD ROAD

LINCOLN, MA 01773

$208.50M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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consultation services

Consultation services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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George Platt’s Registration & Firm History

MA

01/17/2008 - Present

BTS Asset Management, Inc. (LINCOLN MA)

NY

10/16/2003 - 06/29/2004

BROWN BROTHERS HARRIMAN & CO. (NEW YORK NY)

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Licenses & Designations

IA

Issued 02/24/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/21/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/15/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for George William Platt.
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