Edwin R. Boyer

ASSET STRATEGY CONSULTANTS LLC

HUNT VALLEY, MD 21030

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CRD#: 807505

Professional summary

Edwin Risdon Boyer III, who also goes by Ed Boyer, Edwin Risdon Boyer, is a registered financial advisor currently at ASSET STRATEGY CONSULTANTS LLC located in Hunt Valley, Maryland.

Edwin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1975. Edwin has worked at 4 firms and has passed the Series 63, Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ed Boyer | Edwin Risdon Boyer

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 Edwin Risdon Boyer III'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

August 1, 2006 - Present

ASSET STRATEGY CONSULTANTS LLC

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

RIA

CRD#: 110800

HUNT VALLEY, MD

Past

October 24, 2003 - March 21, 2005

SANDERS MORRIS LLC

CRD#: 20580

HOUSTON, TX

Past

February 24, 1978 - July 13, 1990

MORGAN STANLEY DW INC.

CRD#: 7556

Past

April 24, 1975 - February 24, 1978

DEAN WITTER & CO. INCORPORATED

CRD#: 6466

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
(8/1/2006)

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

Series 63

Date: 2/24/2004

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 11/9/1992

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 10/23/2003

General Securities 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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Edwin R. Boyer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edwin Risdon Boyer III's CRS (Customer Relationship Summary).

Certified licenses

Experience

ASSET STRATEGY CONSULTANTS LLC

SANDERS MORRIS LLC

MORGAN STANLEY DW INC.

DEAN WITTER & CO. INCORPORATED

Primary Firm SEC Registration

ASSET STRATEGY CONSULTANTS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 2/24/2004

Series 65

Date: 11/9/1992

Series 7

Date: 10/23/2003

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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