Kaelan C Fitzpatrick
Investment adviser representative at Asset Strategy Advisors, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$649.3MFirm assets
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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
12 years in the industry.
- Concorde Investment Services, LLCJun 2024 to now
- Asset Strategy Advisors, LLCMay 2024 to now
- Fidelity Brokerage Services LLCOct 2018 to May 2024
- Book A BoatJun 2018 to Aug 2018
- Asset Strategy Advisors, LLCJul 2017 to Aug 2017
- Conigliaro Industries Shop Recycled StoreMay 2017 to Jul 2017
- Ithaca CollegeJun 2014 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
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
- 7039349
- Firm CRD
- 139879