Alfred J. Morrison

ASSET STRATEGY CONSULTANTS LLC

HUNT VALLEY, MD 21030

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CRD#: 1361862

Professional summary

Alfred James Morrison is a registered financial advisor currently at ASSET STRATEGY CONSULTANTS LLC located in Hunt Valley, Maryland.

Alfred is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Alfred has worked at 3 firms and has passed the Series 65 and Series 22 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alfred James Morrison's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 16, 2010 - Present

ASSET STRATEGY CONSULTANTS LLC

Office #1: Six North Park Drive Suite 208, Hunt Valley, MD 21030

RIA

CRD#: 110800

HUNT VALLEY, MD

Past

May 18, 1988 - December 16, 1996

CRESTVIEW SECURITIES, INC.

CRD#: 8445

WESTPORT, CT

Past

April 11, 1985 - May 28, 1988

MORGENTHAU & ASSOCIATES, INC.

CRD#: 6586

FT. LAUDERDALE, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ASSET STRATEGY CONSULTANTS LLC

ASSET STRATEGY CONSULTANTS | ASSET STRATEGY CONSULTANTS LLC

CRD#: 110800 / SEC#: 801-55215

RIA

Registered Investment Advisory firm - (2/3/1998 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maryland
(7/16/2010)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/30/1992

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 22

Date: 7/20/1983

Direct Participation Programs Representative Examination

Current Firm

ASSET STRATEGY CONSULTANTS LLC

ASSET STRATEGY CONSULTANTS | ASSET STRATEGY CONSULTANTS LLC

CRD#: 110800 / SEC#: 801-55215

RIA

Registered Investment Advisory firm - (2/3/1998 Approved)

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Contact information

Main Address

Six North Park Drive Suite 208, Hunt Valley, MD 21030

Mailing Address

Phone number

(410) 528-8282

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2 BROCHURE FINAL 3.31.2025 (4/2/2025)

ADV PART 2 BROCHURE 3-24-2023 (4/2/2025)

Regulatory assets under management

Total Number of Accounts	72
AUM (Assets Under Management)	$ 5,174,881,147

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Alfred J. Morrison

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alfred James Morrison's CRS (Customer Relationship Summary).

Certified licenses

Experience

ASSET STRATEGY CONSULTANTS LLC

CRESTVIEW SECURITIES, INC.

MORGENTHAU & ASSOCIATES, INC.

Primary Firm SEC Registration

ASSET STRATEGY CONSULTANTS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/30/1992

Series 22

Date: 7/20/1983

Current Firm

ASSET STRATEGY CONSULTANTS LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ASSET STRATEGY CONSULTANTS LLC

TRUST BUT VERIFY

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