Bruce
Hardy

Asset Strategy Advisors, LLC

CRD#1713101
Investment Advisor
in Natick, MA

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About this Advisor

Bruce Hardy is a financial advisor based in Natick, Massachusetts, working with Asset Strategy Advisors, LLC. Bruce has previously held positions at Pri Financial Advisors, Inc, Pri Financial Publishing, Inc, Principal Resource, Inc, and Asset Strategy Advisors, LLC. Bruce has passed the Series 65 regulatory exam and is registered to provide services in Massachusetts. Currently, Bruce is part of Asset Strategy Advisors, LLC, which operates out of Natick, Massachusetts. The firm has 12 employees and manages assets totaling $557 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Asset Strategy Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

24 Superior Drive Suite 101
Natick, MA 01760-1535

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Asset Strategy Advisors, LLC Brokerage Details

Total Assets Under Management

$556,996,646

MA Average: $16,012,751,954
Total Number of Employees

12

MA Average: 118
Total Number of Accounts

539

MA Average: 4,567
Average Account Size

$1,033,389

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Bruce Hardy Work History

2020 - Present (4 years)

Asset Strategy Advisors, LLC

2002 - Present (22 years)

Pri Financial Advisors, Inc

1998 - Present (26 years)

Pri Financial Publishing, Inc

1996 - Present (28 years)

Principal Resource, Inc

Disclosures

Please visit the SEC profile of Bruce Hardy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Asset Strategy Advisors, LLC

Gregory Killilea
Natick, MA
Rosario Salamone
Natick, MA
Peter Doherty
Natick, MA
David O'Brien
Natick, MA
Sean Whalen
Natick, MA
William Oneill
Natick, MA
Richard Racine
Natick, MA
Bruce Hardy
Natick, MA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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