Asset Strategies, Inc.

Asset Strategies, Inc. (CRD# 119661) is a financial advisory firm headquartered in Avon, CT. They manage $125,430,210 in 142 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    125
    MILLION
  • Total Number of Accounts
    142
    ACCOUNTS
  • Average Account Value
    $883,311
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, FL, MA, NH, NY, TX

Financial Advisors at Asset Strategies, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Diann E. McChesney
CRD#: 4818110
80 West Avon Road, Avon, CT 06001

Diann McChesney (CRD# 4818110) is an Investment Advisor Representative working at Asset Strategies, Inc. in Avon, CT and has over 16 years of experience in the finance industry. Diann McChesney has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Alan M. Rothstein
CRD#: 4370823
80 West Avon Road, Avon, CT 06001

Alan Rothstein (CRD# 4370823) is an Investment Advisor Representative working at Asset Strategies, Inc. in Avon, CT and has 1 year of experience in the finance industry.

3
Emily R. Wood
CRD#: 6012530
Avon, CT 06001

Emily Wood (CRD# 6012530) is an Investment Advisor Representative working at Asset Strategies, Inc. in Avon, CT and has over 5 years of experience in the finance industry.

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