Neil Moody is a control person of Asset Strategy Retirement Plan Consultants and directly owns between 5% and 10% of it. Neil Moody holds a Degree in Industrial Management from Indiana University of Pennsylvania.
Asset Strategy Retirement Plan Consultants is an investment adviser based in Camp Hill, PA, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and state or municipal government entities. Its regulatory assets under management total $116 million, as filed on 4 March 2026. Its fees, ownership and offices are on the firm’s profile.
Neil Moody is Director of Operations and Partner of Asset Strategy Retirement Plan Consultants. Since 1996, he has worked in the retirement plan marketplace, primarily focused on providing technical and operational support. He began his career with Alliance Benefit Group and managed operations and software testing after Invesmart, Inc. purchased the company. When The Standard purchased Invesmart in 2006, he played a key role in integrating the companies' data and recordkeeping systems.
- CRD
- 7291004
- Firm
- Asset Strategy Retirement Plan Consultants · CRD 147982
- Role
- Director of Operations, Partner
- In role since
- August 2020 · 6 years
- Control person
- Yes
- Direct ownership
- 5% to 10%
- Firm headquarters
- Camp Hill, PA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- asrpc.com
Where does Neil Moody work?
Neil Moody has been Director of Operations, Partner of Asset Strategy Retirement Plan Consultants, LLC since August 2020, and is a control person of the firm.
How can I verify Neil Moody’s record?
Neil Moody’s role is listed on Asset Strategy Retirement Plan Consultants, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 147982.
