24 Superior Drive, Suite 101, Natick, MA, 01760-1535
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →David operates under two DBAs: Asset Strategy Advisors and Asset Strategy Financial Group, both started in August 2019. These DBAs cover his securities, insurance, and investment advisory activities, taking up a full-time commitment during trading hours.