Kent Fitzpatrick, financial advisor Natick MA
83 score

Kent Fitzpatrick

CRD Number: 1998842
Current Firm: Asset Strategy Consultants LLC

Kent Fitzpatrick (CRD# 1998842) is an Investment Advisor Representative working at Asset Strategy Consultants LLC in Natick, MA and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Asset Strategy Consultants Hunt Valley, MD Mar 2008 - Current 8
Triad Advisors, Inc. Norcross, GA Feb 2008 - Current 8
Asset Strategy Consultants Natick, MA Feb 2006 - Current 10
Asset Strategy Consultants Natick, MA Feb 1997 - Current 19
Asset Strategy Consultants Natick, MA Apr 1988 - Current 28
Nfp Securities Inc. Austin, TX Nov 1999 - Feb 2008 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1990
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Kent A. Fitzpatrick
Phone Number: 410-528-8282
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States


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