Vilis Pasts

BTS ASSET MANAGEMENT

LEXINGTON, MA 02420

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CRD#: 357593

Professional summary

Vilis Pasts is a registered financial advisor currently at BTS ASSET MANAGEMENT, INC. located in Lexington, Massachusetts.

Vilis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1970. Vilis has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 1 and Series 00 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

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.

BTS Asset Management. Portfolio Analysis and research. 20 hours per week devoted. HUNTER CREEK REAL ESTATE COMPANY. OWN RENTAL PROPERTY. LESS THAN 1% OF TIME DEVOTED TO THIS OUTSIDE OF BUSINESS HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Vilis Pasts's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 12, 1994 - Present

BTS ASSET MANAGEMENT, INC.

Office #1: 420 Bedford St. Suite 340, Lexington, MA 02420

RIA

CRD#: 105215

LEXINGTON, MA

Past

July 23, 1980 - February 26, 2018

BTS SECURITIES CORPORATION

CRD#: 8328

LEXINGTON, MA

Past

May 19, 1975 - July 23, 1980

INDEPENDENT FINANCIAL PLANNERS CORPORATION

CRD#: 653

Past

October 24, 1973 - May 10, 1976

INDEPENDENT SECURITIES CORPORATION

CRD#: 262

Past

May 30, 1973 - November 25, 1973

OSAIC FS, INC.

CRD#: 3870

Past

August 19, 1971 - July 1, 1973

INDEPENDENT SECURITIES CORPORATION

CRD#: 262

Past

May 3, 1971 - December 8, 1971

F. L. PUTNAM & COMPANY, INC.

CRD#: 6305

Past

August 20, 1970 - July 4, 1971

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BTS ASSET MANAGEMENT, INC.

BTS ASSET MANAGEMENT INC | BTS ASSET MANAGEMENT, INC.

CRD#: 105215 / SEC#: 801-14895

RIA

Registered Investment Advisory firm - (10/25/1979 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(4/12/1994)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/30/1993

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/8/1979

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 2/26/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 1

Date: 9/21/1967

Registered Representative Examination

Principal/Supervisory Exam

Series 00

Date: 9/5/1972

General Securities Principal Examination

Current Firm

BTS ASSET MANAGEMENT, INC.

BTS ASSET MANAGEMENT INC | BTS ASSET MANAGEMENT, INC.

CRD#: 105215 / SEC#: 801-14895

RIA

Registered Investment Advisory firm - (10/25/1979 Approved)

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Contact information

Main Address

55 Old Bedford Road Suite 203, Lincoln, MA 01773

Mailing Address

Phone number

(781) 863-2545

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (50 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BTS ADV PART 2A & 2B (11/25/2025)

Regulatory assets under management

Total Number of Accounts	590
AUM (Assets Under Management)	$ 188,801,492

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Vilis Pasts

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Vilis Pasts's CRS (Customer Relationship Summary).

Certified licenses

Experience

BTS SECURITIES CORPORATION

INDEPENDENT FINANCIAL PLANNERS CORPORATION

INDEPENDENT SECURITIES CORPORATION

OSAIC FS, INC.

INDEPENDENT SECURITIES CORPORATION

F. L. PUTNAM & COMPANY, INC.

LINCOLN FINANCIAL DISTRIBUTORS, INC.

Primary Firm SEC Registration

BTS ASSET MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/30/1993

Series 63

Date: 12/8/1979

SIE

Date: 2/26/2018

Series 1

Date: 9/21/1967

Series 00

Date: 9/5/1972

Current Firm

BTS ASSET MANAGEMENT, INC.

Contact information

SEC notice filing (50 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BTS ASSET MANAGEMENT, INC.

TRUST BUT VERIFY

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