Matthew Pasts has been CEO, Cco,treasurer, Director of BTS Asset Management since January 1996, is a control person of the firm and directly owns between 25% and 50% of it. Matthew Pasts holds a Babson Graduate School of Business Administration. Matthew Pasts studied BSBA with a concentration in Finance at Babson College.
BTS Asset Management Inc is a Lincoln, MA firm with $145M under management, 448 clients and 4 advisers in one office, as of its March 2026 filing.
Matthew Pasts is CEO, Treasurer, a Director, and Investment Committee Member of BTS Asset Management. He is a Co-Portfolio Manager for BTS Funds and BTS Separately Managed Accounts. He joined BTS in 1989 and has worked in various capacities there since. Since 1991 he has been a registered principal with BTS Securities Corporation, where he currently serves as President and Treasurer.
- BTS Asset Management, Inc.Current– present · 32 yearsLexington, MA · Adviser representative · Firm CRD 105215
Professional designations
Listed by BTS Asset Management
- Chartered Market Technician (CMT)
Investment adviser representative registrations
Matthew Pasts is registered as an investment adviser representative in Massachusetts, since April 1994.
- MassachusettsSince 14 April 1994
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 26 July 1995 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 6 December 1991 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 March 1991 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 21 March 1991 |
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Matthew Alexander Pasts
- CRD
- 2132031
- Firm
- BTS Asset Management · CRD 105215
- Role
- CEO, Cco,treasurer, Director
- Office
- 420 BEDFORD ST., SUITE 340, Lexington, MA 02420
- Registration
- Investment adviser and broker registrations
- In the industry since
- October 1991
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- btsfunds.com
Where does Matthew Pasts work?
Matthew Pasts has been CEO, Cco,treasurer, Director of BTS Asset Management Inc since January 1996, and is a control person of the firm.
Is Matthew Pasts a financial advisor?
Yes. Matthew Pasts has a current investment-adviser registration in Massachusetts, through BTS Asset Management since April 1994.
How many years of experience does Matthew Pasts have?
Matthew Pasts has 34 years in the financial industry, since October 1991, across 1 adviser firm.
What exams has Matthew Pasts passed?
Matthew Pasts has passed 5 licensing exams: the Series 63, Series 6, Series 26, Series 65 and Series 99TO. The earliest, the Series 63, was passed in March 1991. FINRA credited Matthew Pasts with the SIE, which began in October 2018.
Where is Matthew Pasts based?
Matthew Pasts’ registered office is in Lexington, MA.
Is Matthew Pasts registered with FINRA?
Yes. Matthew Pasts has a current broker registration, under CRD 2132031.
Source: FINRA BrokerCheck
How can I verify Matthew Pasts’ record?
Search CRD 2132031 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Matthew Pasts’ full registration record.
