Inactive

Alfred James Morrison

Asset Strategy Consultants LLC

Hunt Valley, MD

CRD 1361862

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Employer firm

Asset Strategy Consultants LLC CRD 110800

$5.16B regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Periodicals / newsletters
Educational seminars

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

Current Employers

Asset Strategy Consultants Llc

Six North Park Drive Suite 208, Hunt Valley, MD 21030 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APP_PEND_IARCE	2026-01-01

MD RA
APP_PEND_IARCE

Since 2026-01-01

Branch Locations

Six North Park Drive Suite 208, Hunt Valley, MD 21030 • 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

Organization	City	State	From	To
Self Employed	Baltimore	MD	01/1980	Present
Asset Strategy Consultants	Hunt Valley	MD	05/1991	Present

01/1980 → Present

Self Employed

Baltimore, MD
05/1991 → Present

Asset Strategy Consultants

Hunt Valley, MD

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1992-07-30

S65 Uniform Investment Adviser Law Examination

1992-07-30

View on SEC IAPD

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