Brian Sylvia has been an investment adviser representative at BTS Asset Management since April 2026, and is not listed among the firm’s executive officers or direct owners.
BTS Asset Management Inc is a Lincoln, MA firm with $145M under management, 448 clients and 4 advisers in one office, as of its March 2026 filing.
- BTS Asset Management, Inc.Current– present · under a yearLincoln, MA · Adviser representative · Firm CRD 105215
Investment adviser representative registrations
Brian Sylvia is registered as an investment adviser representative in Massachusetts, since April 2026.
- MassachusettsSince 23 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 5 September 2024 |
| Series 7TO | General Securities Representative Examination | 10 May 2024 |
| SIE | Securities Industry Essentials Examination | 17 October 2023 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Brian C Sylvia
- CRD
- 7878551
- Firm
- BTS Asset Management · CRD 105215
- Office
- 55 OLD BEDFORD ROAD, SUITE 203, Lincoln, MA 01773
- Registration
- Investment adviser and broker registrations
- In the industry since
- June 2024
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Brian Sylvia work?
Brian Sylvia is an investment adviser representative registered through BTS Asset Management Inc since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Brian Sylvia a financial advisor?
Yes. Brian Sylvia has a current investment-adviser registration in Massachusetts, through BTS Asset Management since April 2026.
How many years of experience does Brian Sylvia have?
Brian Sylvia has 2 years in the financial industry, since June 2024, across 1 adviser firm.
What exams has Brian Sylvia passed?
Brian Sylvia has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in October 2023.
Where is Brian Sylvia based?
Brian Sylvia’s registered office is in Lincoln, MA.
Is Brian Sylvia registered with FINRA?
Yes. Brian Sylvia has a current broker registration, under CRD 7878551.
Source: FINRA BrokerCheck
How can I verify Brian Sylvia’s record?
Search CRD 7878551 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Brian Sylvia’s full registration record.
