Kent Allan Fitzpatrick
Investment adviser representative at Asset Strategy Advisors, LLC
38 yearsExperience
1 stateRegistered in
$649.3MFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
38 years in the industry.
- Concorde Investment Services, LLCMay 2018 to now
- Asset Strategy Advisors, LLCFeb 2006 to now
- Asset Strategy Financial Group, LLCApr 1988 to now
- Asset Strategy ConsultantsMar 2008 to Dec 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
State registrations
Registered as an investment adviser representative in 1 state (MA).
Asset Strategy Advisors, LLC
$649.3MAssets managed
504Clients
11Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1998842
- Firm CRD
- 139879