Matthew A. 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.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Alexander Pasts's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 14, 1994 - Present
BTS ASSET MANAGEMENT, INC.
Office #1: 420 Bedford St. Suite 340, Lexington, MA 02420October 30, 1991 - Present
BTS SECURITIES CORPORATION
Office #1: 55 Old Bedford Road Suite 203, Lincoln, MA 01773Primary Firm SEC Registration
BTS ASSET MANAGEMENT, INC.
CRD#: 105215 / SEC#: 801-14895
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/18/1996)
(2/15/2011)
(2/3/1993)
(4/14/1994)
(3/3/1992)
(6/10/2010)
(6/9/2011)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
BTS ASSET MANAGEMENT, INC.
CRD#: 105215 / SEC#: 801-14895
Contact information
SEC notice filing (50 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 590 |
| AUM (Assets Under Management) | $ 188,801,492 |
Red Flags
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Company Information
BTS ASSET MANAGEMENT, INC.
CRD#: 105215Lexington, MA 02420TRUST BUT VERIFY
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