TrueAdvisor
TrueAdvisor
RS
RS

Rosario Salvatore Salamone

Asset Strategy Advisors, LLC
10 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Asset Strategy Advisors, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
544 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$917.8M

Fee Structure

Location

24 Superior Drive, Suite 101, Natick, MA, 01760-1535

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History

Regulatory History
Clean regulatory record

No 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.

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Employment History
Current Registrations
Asset Strategy Advisors, LLC
December 2014 - Present · 11 yrs 2 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.