Matthew Alexander Pasts
Professional Summary
Matthew Alexander Pasts is a registered financial advisor currently at BTS ASSET MANAGEMENT, INC. located in Lexington, Massachusetts and BTS SECURITIES CORPORATION located in Lincoln, Massachusetts. Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Matthew has worked at 2 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 6 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
35 years in the financial services industry
Current & Past Employments
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Current Firm
BTS ASSET MANAGEMENT INC | BTS ASSET MANAGEMENT, INC.
Contact Information
Main Address
55 Old Bedford Road Suite 203, Lincoln, MA 01773Phone Number
(781) 863-2545# of Employees
13SEC notice filing (50 States and Territories)
Registered to provide investment advisory services in 50 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
448AUM (Assets Under Management)
$144,772,017Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
BTS ASSET MANAGEMENT INC | BTS ASSET MANAGEMENT, INC.
State Registrations and Notice Filings
(10/18/1996)
(2/15/2011)
(2/3/1993)
(4/14/1994)
(3/3/1992)
(6/10/2010)
(6/9/2011)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Mar 1991About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Dec 1991About the Series 26 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Matthew Alexander Pasts's CRS (Customer Relationship Summary).
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