Asset Strategy Advisors, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 139879
- SEC number
- 801-66549
- Firm type
- RIA
- Assets under management
- $649.3M as of Mar 31, 2026
- Website
- www.facebook.com/AssetStrategyAdvisors ↗
- Phone
- 781-235-4426
- Address
- 14 West Plain St., Wayland, MA, 01778-4470
Advisors at this firm
12 in our index · page 1 of 1
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Timothy Joseph BlackCRD 1525159 · Wayland, MAIA RegisteredRegistration inactive
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Peter DohertyCRD 7273960 · Wayland, MAIA RegisteredBroker
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Kent Allan FitzpatrickCRD 1998842 · Wayland, MAIA RegisteredBroker
-
Kaelan C FitzpatrickCRD 7039349 · Wayland, MAIA RegisteredBroker
-
Jian Wei FuCRD 7396645 · Wayland, MAIA RegisteredBroker
-
Bruce Woodman HardyCRD 1713101 · Wayland, MAIA Registered
-
William D MahonyCRD 4578876 · Wayland, MAIA RegisteredBroker
-
David Christopher O'brienCRD 2722690 · Wayland, MAIA RegisteredBroker
-
Richard Robert RacineCRD 1035713 · Wayland, MAIA RegisteredRegistration inactive
-
Edward RosenauCRD 2260446 · Wayland, MAIA Registered
-
Rosario Salvatore SalamoneCRD 6277552 · Wayland, MAIA Registered
-
William Christopher SargentCRD 7432187 · Wayland, MAIA RegisteredBroker
1–12 of 12
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 139879 ↗
FINRA BrokerCheck record for firm CRD 139879 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.