Unclaimed Profile

David Elwood Saunders

ASSET STRATEGY CONSULTANTS LLC·HUNT VALLEY, Maryland

SIE, Series 7, Series 7TO, Series 63, Series 65, Series 87Clean record11 years registeredASSET STRATEGY CONSULTANTS LLC

SIX NORTH PARK DRIVE, HUNT VALLEY, MD 21030CRD# 4368980Firm CRD# 110800

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Elwood Saunders · HUNT VALLEY, MD

Registration

CRD #4368980 · ASSET STRATEGY CONSULTANTS LLC · 11 years registered

Brand Profile

Not yet started

Career History

CAPITAL CLIENT GROUP, INC.

Apr 2023 – present

CAPITAL CLIENT GROUP, INC.

Sep 2022 – present

ASSET STRATEGY CONSULTANTS LLC

Feb 2016 – Sep 2022

HUNT VALLEY, MD

PSA FINANCIAL ADVISORS INC

Feb 2015 – Nov 2015

HUNT VALLEY, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 63

Series 65

Series 87

Registration record

First registered · February 26, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ASSET STRATEGY CONSULTANTS LLC

CRD 110800 · SEC 801-55215

AUM

$5.4B

Regulatory assets under management

Employees

82 client accounts

Services offered by ASSET STRATEGY CONSULTANTS LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at ASSET STRATEGY CONSULTANTS LLC →

Introduction

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Frequently Asked Questions

What services does David Elwood Saunders offer?

David Elwood Saunders specializes in Investment Management, Wealth Management. Contact their office in HUNT VALLEY, Maryland for a consultation.

What are David Elwood Saunders's credentials?

David Elwood Saunders is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Elwood Saunders located?

David Elwood Saunders is based in HUNT VALLEY, Maryland, working with ASSET STRATEGY CONSULTANTS LLC. Their office serves clients in the HUNT VALLEY metropolitan area and surrounding communities.

How does David Elwood Saunders charge for services?

David Elwood Saunders's firm is compensated through percentage of aum, hourly charges, subscription fees, other: one-time projects, with negotiated fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ASSET STRATEGY CONSULTANTS LLC?

ASSET STRATEGY CONSULTANTS LLC has approximately 20 employees and manages $5.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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