Asset Strategy Advisors, LLC

Asset Strategy Advisors, LLC (CRD# 139879) is a financial advisory firm headquartered in Natick, MA. They manage $493,844,254 in 573 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    494
    MILLION
  • Total Number of Accounts
    573
    ACCOUNTS
  • Average Account Value
    $861,857
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Asset Strategy Advisors, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Kent A. Fitzpatrick
CRD#: 1998842
24 Superior Drive, Suite 101, Natick, MA 01760

Kent Fitzpatrick (CRD# 1998842) is an Investment Advisor Representative working at Asset Strategy Advisors, LLC in Natick, MA and has over 33 years of experience in the finance industry.

2
Bruce W. Hardy
CRD#: 1713101
24 Superior Drive, Suite 101, Natick, MA 01760

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.

3
William D. Mahony
CRD#: 4578876
24 Superior Drive, Suite 101, Natick, MA 01760

William Mahony (CRD# 4578876) is an Investment Advisor Representative working at Asset Strategy Advisors, LLC in Natick, MA and has over 21 years of experience in the finance industry.

4
David C. O'brien
CRD#: 2722690
24 Superior Drive, Suite 101, Natick, MA 01760

David O'brien (CRD# 2722690) is an Investment Advisor Representative working at Asset Strategy Advisors, LLC in Natick, MA and has over 27 years of experience in the finance industry. David O'brien 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.

5
Richard R. Racine
CRD#: 1035713
24 Superior Drive, Suite 101, Natick, MA 01760

Richard Racine (CRD# 1035713) is an Investment Advisor Representative working at Asset Strategy Advisors, LLC in Natick, MA and has over 29 years of experience in the finance industry.

6
Rosario S. Salamone
CRD#: 6277552
24 Superior Drive, Suite 101, Natick, MA 01760

Rosario Salamone (CRD# 6277552) is an Investment Advisor Representative working at Asset Strategy Advisors, LLC in Natick, MA and has over 9 years of experience in the finance industry.

7
Sean D. Whalen
CRD#: 4000934
24 Superior Drive, Suite 101, Natick, MA 01760

Sean Whalen (CRD# 4000934) is an Investment Advisor Representative working at Asset Strategy Advisors, LLC in Natick, MA and has over 24 years of experience in the finance industry. Sean Whalen 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.

8
Peter Doherty
CRD#: 7273960
24 Superior Drive, Suite 101, Natick, MA 01760

Peter Doherty (CRD# 7273960) is an Investment Advisor Representative working at Asset Strategy Advisors, LLC in Natick, MA and has over 3 years of experience in the finance industry.

9
William J. Oneill
CRD#: 7396734
24 Superior Drive, Suite 101, Natick, MA 01760

William Oneill (CRD# 7396734) is an Investment Advisor Representative working at Asset Strategy Advisors, LLC in Natick, MA and has over 2 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.