Rosario S. Salamone

ASSET STRATEGY ADVISORS

Natick, MA 01760-1535

Some features on this profile are disabled

CRD#: 6277552

Professional summary

Rosario Salvatore Salamone, CIMA®, who also goes by Rosario Salamone, is a registered financial advisor currently at ASSET STRATEGY ADVISORS, LLC located in Natick, Massachusetts.

Rosario is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Rosario has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Rosario Salamone

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 Rosario Salvatore Salamone'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®

CIMA^®

Certified Investment Management Analyst

Experience

Current

December 8, 2014 - Present

ASSET STRATEGY ADVISORS, LLC

Office #1: 24 Superior Drive Suite 101, Natick, MA 01760-1535

RIA

CRD#: 139879

Natick, MA

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 ADVISORS, LLC

ASSET STRATEGY ADVISORS, LLC | CHARLES RIVER RETIREMENT CONSULTANTS, INC. | ASSET STRATEGY RETIREMENT CONSULTANTS, LLC | ASSET STRATEGY CONSULTANTS-BOSTON

CRD#: 139879 / SEC#: 801-66549

RIA

Registered Investment Advisory firm - (5/15/2006 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

Massachusetts
(12/8/2014)

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: 11/21/2014

Uniform Investment Adviser Law Examination

Current Firm

ASSET STRATEGY ADVISORS, LLC

ASSET STRATEGY ADVISORS, LLC | CHARLES RIVER RETIREMENT CONSULTANTS, INC. | ASSET STRATEGY RETIREMENT CONSULTANTS, LLC | ASSET STRATEGY CONSULTANTS-BOSTON

CRD#: 139879 / SEC#: 801-66549

RIA

Registered Investment Advisory firm - (5/15/2006 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

24 Superior Drive Suite 101, Natick, MA 01760-1535

Mailing Address

Phone number

(781) 235-4426

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025-ASSET STRATEGY ADVISORS BROCHURE 030125 (3/2/2025)

Regulatory assets under management

Total Number of Accounts	544
AUM (Assets Under Management)	$ 917,771,097

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Tamara Rose

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Rosario S. Salamone

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rosario Salvatore Salamone's CRS (Customer Relationship Summary).

Certified licenses

Experience

ASSET STRATEGY ADVISORS, LLC

Primary Firm SEC Registration

ASSET STRATEGY ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/21/2014

Current Firm

ASSET STRATEGY ADVISORS, LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ASSET STRATEGY ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors