Isaac Braley has been President, Director of BTS Asset Management since January 2008, is a control person of the firm and directly owns under 5% of it. Isaac Braley holds a B.S. in Business Management from Keene State College, an M.S. in Financial Planning from the College of Financial Planning and an MBA with a focus in Entrepreneurship from the University of Massachusetts Amherst Isenberg School of Management.
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.
Isaac Braley is President, Director, and Co-Portfolio Manager of BTS Asset Management. He joined the firm in 1999. As a member of the BTS Investment Committee, he is a Portfolio Manager for three 1940 Act Mutual Funds and several Separately Managed Accounts strategies. He also has experience creating, managing, and distributing Variable Investment Trusts and European UCITS.
- BTS Asset Management, Inc.Current– present · 19 yearsLincoln, MA · Adviser representative · Firm CRD 105215
Investment adviser representative registrations
Isaac Braley is registered as an investment adviser representative in Massachusetts, since January 2007.
- MassachusettsSince 12 January 2007
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 4 December 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 19 January 2000 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 23 September 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Isaac Charles Braley
- CRD
- 3274460
- Firm
- BTS Asset Management · CRD 105215
- Role
- President, Director
- Office
- 55 OLD BEDFORD ROAD, SUITE 203, Lincoln, MA 01773
- Registration
- Investment adviser and broker registrations
- In the industry since
- September 1999
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- btsfunds.com
Where does Isaac Braley work?
Isaac Braley has been President, Director of BTS Asset Management Inc since January 2008, and is a control person of the firm.
Is Isaac Braley a financial advisor?
Yes. Isaac Braley has a current investment-adviser registration in Massachusetts, through BTS Asset Management since January 2007.
How many years of experience does Isaac Braley have?
Isaac Braley has 27 years in the financial industry, since September 1999, across 1 adviser firm.
What exams has Isaac Braley passed?
Isaac Braley has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in September 1999. FINRA credited Isaac Braley with the SIE, which began in October 2018.
Where is Isaac Braley based?
Isaac Braley’s registered office is in Lincoln, MA.
Is Isaac Braley registered with FINRA?
Yes. Isaac Braley has a current broker registration, under CRD 3274460.
Source: FINRA BrokerCheck
How can I verify Isaac Braley’s record?
Search CRD 3274460 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Isaac Braley’s full registration record.
