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Kent Allan Fitzpatrick

ASSET STRATEGY ADVISORS, LLC·NATICK, Massachusetts
SIE, Series 6, Series 7, Series 24, Series 63, Series 99TOClean record20 years registeredASSET STRATEGY ADVISORS, LLC
24 SUPERIOR DRIVE, NATICK, MA 01760-1535CRD# 1998842Firm CRD# 139879

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kent Allan Fitzpatrick · NATICK, MA
Registration
CRD #1998842 · ASSET STRATEGY ADVISORS, LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

ASSET STRATEGY ADVISORS, LLC
Jun 2006 – present
ASSET STRATEGY CONSULTANTS LLC
Mar 2008 – Jan 2022
NATICK, MA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 63
Series 99TO
Registration record
First registered · June 30, 2006
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ASSET STRATEGY ADVISORS, LLC
CRD 139879 · SEC 801-66549
AUM
$557M
Regulatory assets under management
Employees
12
539 client accounts
Services offered by ASSET STRATEGY ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ASSET STRATEGY ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Kent Allan Fitzpatrick offer?
Kent Allan Fitzpatrick specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NATICK, Massachusetts for a consultation.
What are Kent Allan Fitzpatrick's credentials?
Kent Allan Fitzpatrick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kent Allan Fitzpatrick located?
Kent Allan Fitzpatrick is based in NATICK, Massachusetts, working with ASSET STRATEGY ADVISORS, LLC. Their office serves clients in the NATICK metropolitan area and surrounding communities.
How does Kent Allan Fitzpatrick charge for services?
Kent Allan Fitzpatrick's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ASSET STRATEGY ADVISORS, LLC?
ASSET STRATEGY ADVISORS, LLC has approximately 12 employees and manages $557M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ASSET STRATEGY ADVISORS, LLC

Sean David Whalen
NATICK, MA
CFP
Rosario Salvatore Salamone
NATICK, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (1000)WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)
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Research
Advisor Fees in MassachusettsNational Fee Analysis
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