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Corey Lampman

Investment adviser representative at Bts Asset Management, Inc.
12 yearsExperience
1 stateRegistered in
$144.8MFirm assets
46 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Market timing

Experience

12 years in the industry.

  1. Bts Asset Management, Inc.Mar 2022 to now
  2. Bts Asset ManagementJun 2021 to Jul 2021
  3. Florida Gulf Coast UniversityAug 2018 to Mar 2022
  4. Dover-sherborn High SchoolSep 2014 to Jun 2018

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 1 state (MA).

Bts Asset Management, Inc.

Legal name: Bts Asset Management Inc

$144.8MAssets managed
448Clients
10Advisers
46 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7609536
Firm CRD
105215
Advisor's SEC record (opens in a new tab)
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