Andrew W. Conner

ASSET STRATEGY CONSULTANTS LLC

HUNT VALLEY, MD 21030

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CRD#: 7003395

Professional summary

Andrew William Conner, who also goes by Andy Conner, is a registered financial advisor currently at ASSET STRATEGY CONSULTANTS LLC located in Hunt Valley, Maryland.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Andrew has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Andy Conner

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.

TANYARD ROAD LLC; NOT INVESTMENT RELATED; ADDRESS: 22 SPARKS STATION RD. SPARKS GLENCOE, MD 21152; NATURE: RENTAL REAL ESTATE; POSITION: MANAGING MEMBER/OWNER; STARTED 11/2017; APPROX. 3 HRS/MONTH; RESPONSIBILITIES: LEASING A FARM TO A THIRD-PARTY FARMER.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew William Conner'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

October 28, 2021 - Present

ASSET STRATEGY CONSULTANTS LLC

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

RIA

CRD#: 110800

HUNT VALLEY, MD

Past

January 4, 2019 - November 5, 2019

JONES FALLS CAPITAL PARTNERS

RIA

CRD#: 298528

BALTIMORE, MD

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
(10/28/2021)

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

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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Andrew W. Conner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew William Conner's CRS (Customer Relationship Summary).

Certified licenses

Experience

ASSET STRATEGY CONSULTANTS LLC

JONES FALLS CAPITAL PARTNERS

Primary Firm SEC Registration

ASSET STRATEGY CONSULTANTS LLC

State Registrations and Notice Filings

Exams

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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