Bruce Hardy, financial advisor Natick MA

Bruce Hardy

CRD Number: 1713101
Current Firm: Asset Strategy Advisors, LLC

Bruce Hardy (CRD# 1713101) is an Investment Advisor Representative working at Asset Strategy Advisors, LLC in Natick, MA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Asset Strategy Advisors, LLC Natick, MA Aug 2020 - Current 3
Pri Financial Advisors, Inc. Holliston, MA Dec 2002 - Current 21
Pri Financial Publishing, Inc. Holliston, MA Jun 1998 - Current 25
Principal Resource, Inc. Holliston, MA Jun 1996 - Current 27
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2017
Contact Info for Bruce W. Hardy
Phone Number: 781-235-4426
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    557
    MILLIONS
  • Total Number of Accounts
    539
    ACCOUNTS
  • Average Account Value
    $1,033,389
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, FL, LA, MA, MN, NH, NJ, NY, PA, RI, TX, VA

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