Peter
Doherty

Asset Strategy Advisors, LLC

CRD#7273960
Investment Advisor
in Natick, MA

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About this Advisor

Peter Doherty is a financial advisor based in Natick, Massachusetts, working with Asset Strategy Advisors, LLC. Peter has previously held positions at Thermofisher Scientific, Centropy Capital Consulting And Ops, Parexel, Raytheon, Guardian Life Insurance Company, Park Avenue Securities, Concorde Investment Services, and Asset Strategy Advisors. Peter has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts. Currently, Peter is part of Asset Strategy Advisors, LLC, which operates out of Natick, Massachusetts. The firm has 12 employees and manages assets totaling $557.0 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 66

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

Peter Doherty Work History

2023 - Present (1 year)

Concorde Investment Services

2023 - Present (1 year)

Asset Strategy Advisors

2020 - Present (4 years)

Park Avenue Securities

2020 - 2023 (3 years)

Guardian Life Insurance Company

2019 - 2019 (< 1 year)

Thermofisher Scientific

2019 - 2020 (1 year)

Centropy Capital Consulting And Ops

2016 - 2018 (2 years)

Parexel

2012 - 2016 (4 years)

Raytheon

Disclosures

Please visit the SEC profile of Peter Doherty 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
William Oneill
Natick, MA
Sean Whalen
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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