RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Timothy Joseph Black
- Title
- Director of Retirementreportedassetstrategy.comfirm site, Sep 16, 2026
- Professional profile
- assetstrategy.com/tim-blackreportedassetstrategy.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Asset Strategy Advisors, LLC mixed wealth currentsince Jul 17, 2024 · Wayland, Ma
- Hays Financial Group, LLC institutionalJul 21, 2021 to Aug 9, 2022 · Minneapolis, Mn
- The Patriot Financial Group, LLC independent RIAJan 30, 2017 to Jan 14, 2020 · Westborough, Ma
- Hays Financial Group, LLC to Asset Strategy Advisors, LLCleft Aug 9, 2022, registered Jul 17, 2024 (708 days) · Other
- The Patriot Financial Group, LLC to Hays Financial Group, LLCleft Jan 14, 2020, registered Jul 21, 2021 (554 days) · Other
- Timothy Joseph Black left Hays Financial Group, Llc for Asset Strategy Advisors, Llc (registered 2024-07-17)Aug 9, 2022 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wealth manager with institutional or fund businessderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address