Vilis Pasts
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.
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
59 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
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.
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Primary Firm SEC Registration
BTS ASSET MANAGEMENT INC | BTS ASSET MANAGEMENT, INC.
State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 1 — Registered Representative Examination
Passed Sep 1967Series 00 — General Securities Principal Examination
Passed Sep 1972Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Vilis Pasts's CRS (Customer Relationship Summary).
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