Asset Strategy Advisors, LLC

Asset Strategy Advisors, LLC (CRD# 139879) is a financial advisory firm headquartered in Natick, MA. They manage $467,884,553 in 474 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    468
    MILLION
  • Total Number of Accounts
    474
    ACCOUNTS
  • Average Account Value
    $987,098
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
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.

CA, LA, MA, MN, NH, NY, PA, TX

Financial Advisors at Asset Strategy Advisors, LLC
Showing 1 - 10 of 11 top financial advisors.
1
Michael J. Burwick
CRD#: 4885553
24 Superior Drive, Suite 101, Natick, MA 01760

Michael Burwick (CRD# 4885553) is an Investment Advisor Representative working at Asset Strategy Advisors, LLC in Natick, MA and has over 15 years of experience in the finance industry.

2
John D. Gentry
CRD#: 1907169
24 Superior Drive, Suite 101, Natick, MA 01760

John Gentry (CRD# 1907169) is an Investment Advisor Representative working at Asset Strategy Advisors, LLC in Natick, MA and has over 32 years of experience in the finance industry. John Gentry 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.

3
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 4 years of experience in the finance industry.

4
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 19 years of experience in the finance industry.

5
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 25 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.

6
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 26 years of experience in the finance industry.

7
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 6 years of experience in the finance industry.

8
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 22 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.

9
Johannes C. Ernharth
CRD#: 2187434
24 Superior Drive, Suite 101, Natick, MA 01760

Johannes Ernharth (CRD# 2187434) is an Investment Advisor Representative working at Asset Strategy Advisors, LLC in Natick, MA and has over 16 years of experience in the finance industry.

10
William J. O'neill
CRD#: 7396734
24 Superior Drive, Suite 101, Natick, MA 01760

William O'neill (CRD# 7396734) is an Investment Advisor Representative working at Asset Strategy Advisors, LLC in Natick, MA and has 1 year of experience in the finance industry.

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