Kent Fitzpatrick is a registered investment advisor, based in Wayland, MA, with 36 years of industry experience.
Location
14 West Plain St., Suite 201, Wayland, MA, 01778-4470
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kent is involved in several business activities, including serving as President and Insurance Broker at Asset Strategy Financial Group, Managing Director at Asset Strategy Advisors, and Insurance Producer at Concorde Insurance Agency. He also dedicates minimal time to real estate sales/consulting, notary services, holding corporations, marketing/publishing, tax consulting, and marketing consulting.
Employment History
Current Registrations
Concorde Investment Services, LLCBroker
Asset Strategy Advisors, LLC
Previous Registrations
Asset Strategy Consultants LLC
Triad Advisors LLCBroker
NFP Securities, INC.Broker
Commonwealth Equity Services, INC.Broker
Sunamerica Securities, INC.Broker
Lincoln Investment Planning, INC.Broker
Commonwealth Equity Services, INC.Broker
Brewster Securities INC.Broker
State Registrations21 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.