This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

ASSET STRATEGY ADVISORS, LLC

Current firm class

mixed wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Mar 19, 2019

First registration

Apr 24, 2019

Dual registered

yes, broker-dealer

Other names

KAELAN CONOR FITZPATRICK|KAELAN FITZPATRICK

IAPD individual key

7039349

• Occurred

  May 15, 2024
  Advisor changed firm

  Kaelan C Fitzpatrick left Fidelity Personal And Workplace Advisors for Asset Strategy Advisors, Llc (registered 2024-07-03)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f96137b1-ab80-a87c-edac-af79abfaa1c0

First observed

Apr 24, 2019

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.