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Rosario Salvatore Salamone

Asset Strategy Advisors, LLC

Wayland, MA

CRD 6277552

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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:

Current Employers
Asset Strategy Advisors, Llc

14 West Plain St. Suite 201, Wayland, MA 01778-4470 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2014-12-08
  • MA RA
    APPROVED
    Since 2014-12-08

Branch Locations

14 West Plain St. Suite 201, Wayland, MA 01778-4470 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Asset Strategy Advisors Natick MA 02/2014 Present
  • 02/2014 → Present
    Asset Strategy Advisors
    Natick, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-11-21
  • S65 Uniform Investment Adviser Law Examination
    2014-11-21
Other Names
  • Rosario Salamone

View on SEC IAPD

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