William Christopher Sargent

Employer firm

Asset Strategy Advisors, LLC CRD 139879

$649M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2021 → 10/2025
  Fidelity Investments
  Merrimack, NH
• 05/2020 → 06/2021
  Sacconnesset Golf Club
  Falmouth, MA
• 09/2017 → 05/2021
  University Of Massachusetts, Amherst
  Amherst, MA
• 09/2019 → 11/2019
  University Of Massachusetts Football
  Amherst, MA
• 06/2017 → 08/2018
  Wild Harbor Yacht Club
  Falmouth, MA
• 05/2019 → 08/2019
  Megansett Yacht Club
  Falmouth, MA
• 12/2017 → 01/2020
  Northeastern University Bookstore
  Boston, MA
• 03/2016 → 06/2017
  West On Centre
  Boston, MA
• 03/2020 → 05/2020
  Local 338 Bagel Co.
  Boston, MA
• 09/2011 → 06/2017
  Boston Latin School
  Boston, MA
• 03/2025 → 10/2025
  Fidelity Investments
  Boston, MA
• 12/2025 → Present
  Asset Strategy Advisors, Llc
  Wayland, MA
• 01/2026 → Present
  Concorde Investment Services, Llc
  Ann Arbor , MI

Previous Registrations

• 2025-03-31 → 2025-10-31
  Strategic Advisers Llc
  Burlington, MA
  Somerville, MA
  Boston, MA
• 2022-09-28 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Merrimack, NH

Other Businesses

1. Asset Strategy Advisors LLC. Investment-related. Associate Financial Consultant, financial paraplanner and advisory support. Wayland, MA. Start date: December 2025. Full time during business hours, 6-10 hours/month during non-business hours.

Exams

• S66 Uniform Combined State Law Examination
  2022-09-26
• S63 Uniform Securities Agent State Law Examination
  2022-01-07

Other Names

• William Christopher Sargent
• William Sargent