Asset Strategy Advisors, LLC

Asset Strategy Advisors, LLC (CRD# 139879) is a financial advisory firm headquartered in Natick, MA. They manage $556,996,646 in 539 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    557
    MILLION
  • 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
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.

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.

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.

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