Timothy Joseph Black

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

• 07/2015 → 07/2018
  Lpl Financial, Llc
  Westborough, MA
• 09/2016 → 01/2020
  The Patriot Financial Group
  Marlborough, MA
• 07/2018 → 02/2020
  Securities America, Inc.
  Marlborough, MA
• 07/2021 → 03/2022
  Hays Financial Group, Llc
  Marlborough, MA
• 02/2020 → 01/2021
  Unemployed
  Marlborough, MA
• 01/2021 → 07/2021
  Hays Financial Group, Llc
  Marlborough, MA
• 04/2022 → 10/2022
  Unemployed
  Marlborough, MA
• 11/2022 → 05/2024
  Macys
  Marlborough, MA
• 06/2024 → Present
  Asset Strategy Advisors, Llc
  Natick, MA

Previous Registrations

• 2021-07-21 → 2022-08-09
  Hays Financial Group, Llc
  Minneapolis, MN
  Marlborough, MA
• 2017-01-30 → 2020-01-14
  The Patriot Financial Group, Llc
  Westborough, MA
  Walpole, MA
  Marlborough, MA

Other Businesses

I am currently on call as weekend sales floor worker at Macys, Solomon Pond Frederick J & Margaret M Black Irrevocable Trust dated 04/29/2010 Position: Trustee - Nature: Trustee for family trust - Investment Related: Yes Hours: 1 - Securities Trading Hours: 0 - Start Date: 04/29/2010 Address: 716 Tysens Lane, Staten Island, NY 10306

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-12-22
• S63 Uniform Securities Agent State Law Examination
  2000-06-24