Peter Doherty

Financial advisor at Asset Strategy Advisors, LLC · Wayland, MA

Last updated 2026-10-10

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Peter Doherty is a financial advisor at Asset Strategy Advisors, LLC in Wayland, MA, CRD 7273960. Licenses and exams on the registration: Series 66. IAPD registration began 2021-01-26.

Registration

CRD number
7273960
Registration status
Active
IAPD registration
2021-01-26
Industry Experience
5 years
Work Experience
10 years
States registered
MA

Licenses and exams

  • Series 66

Work history

  • 2019-01 to 2019-05 · Thermofisher Scientific · Needham, MA
  • 2019-05 to 2020-09 · Centropy Capital Consulting and Ops · Walpole, Ma, MA
  • 2016-08 to 2018-12 · Parexel · Billerica, MA
  • 2020-09 to 2023-03 · Guardian Life Insurance Company · Needham, MA
  • 2020-09 to Present · Park Avenue Securities · Needham, MA
  • 2023-03 to Present · Concorde Investment Services · Ann Arbor, MI
  • 2023-03 to Present · Asset Strategy Advisors · Natick, MA

Current employment

SEC IAPD record for Peter Doherty

Asset Strategy Advisors, LLC

Regulatory AUM
$649,260,559
Registered advisors
11
Offices
1
Clients per advisor
45.8 (Low)
Average AUM per client
$1.3M (Low)
High-net-worth client ratio
57.5% (High)

Asset Strategy Advisors, LLC: advisors, services and reported ETF investments

About

Peter Doherty is a financial advisor at Asset Strategy Advisors, LLC in Wayland, MA. Reported securities licenses include Series 66. The latest record indicates 5 years of industry experience and 10 years of reported work history.

Asset Strategy Advisors, LLC's firm-level Form ADV reports 11 advisors across 1 offices; approximately 45.8 clients per advisor, average assets per client of $1,288,215, and regulatory AUM of $649.3M; client categories including Individuals (non-HNW), High net worth individuals, and Pension and profit-sharing plans; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, and Selection of Other Advisers.

What this firm offers

Filed by Asset Strategy Advisors, LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Insurance Broker or Agent
  • Engaged in Other Business
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Insurance Company or Agency
  • Real Estate Broker or Dealer

Location

14 West Plain St., Wayland, MA 01778-4470

11 advisors at this office.

Asset Strategy Advisors office in Wayland, MA

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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