ASSET STRATEGY ADVISORS, LLC of WAYLAND, MA is an SEC-registered investment adviser (CRD 139879). Regulatory assets under management: $649.3M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Kent Allan Fitzpatrick | MEMBER/CHIEF COMPLIANCE OFFICER | — |
| Rosario Salvatore Salamone | DIRECTOR OF RESEARCH | — |
| Sean David Whalen | FINANCIAL CONSULTANT | — |
| FRESE CLARK GREGORY | MEMBER; PRESIDENT | — |
| FITZPATRICK KENT ALLAN | MEMBER/CHIEF COMPLIANCE OFFICER; VICE PRESIDENT; VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| WHALEN SEAN DAVID | FINANCIAL CONSULTANT | — |
| SALAMONE ROSARIO SALVATORE | DIRECTOR OF RESEARCH | — |