Matthew
Sczurek

Armstrong Advisory Group Inc

CRD#6754995
Investment Advisor
in Wallingford, CT

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About this Advisor

Matthew Sczurek is a financial advisor based in Wallingford, Connecticut, working with Armstrong Advisory Group Inc. Matthew has previously held positions at New England Capital Financial Advisors, LLC, Big Y Foods Inc, Purshe Kaplan Sterling Investments, Armstrong Advisory Group, Inc, and East Granby Congregational Church. Matthew has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Connecticut and Massachusetts. Currently, Matthew is part of Armstrong Advisory Group Inc, which operates out of Wallingford, Connecticut. The firm has 11 offices and 22 employees. The firm manages assets totaling $1.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Armstrong Advisory Group Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 65, Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1062 Barnes Road Suite 209
Wallingford, CT 06492

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Armstrong Advisory Group Inc Brokerage Details

Total Assets Under Management

$1,221,314,451

CT Average: $16,012,751,954
Total Number of Employees

22

CT Average: 118
Total Number of Accounts

3,684

CT Average: 4,567
Average Account Size

$331,519

CT Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Matthew Sczurek Work History

2023 - Present (1 year)

Armstrong Advisory Group, Inc

2023 - Present (1 year)

East Granby Congregational Church

2023 - 2023 (< 1 year)

N/A

2018 - 2023 (5 years)

Purshe Kaplan Sterling Investments

2016 - 2023 (7 years)

New England Capital Financial Advisors, LLC

2012 - 2016 (4 years)

Big Y Foods Inc

Disclosures

Please visit the SEC profile of Matthew Sczurek to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Armstrong Advisory Group Inc

Mark Schaffer
Wallingford, CT
Michael Armstrong
Portsmouth, NH
Andrew Haff
Needham Heights, MA
Scott Wilson
Needham Heights, MA
Matthew Sczurek
Wallingford, CT
Paul Lane
Cranston, RI
Cash Armstrong
Needham Heights, MA
Charles Zodda
Portsmouth, NH

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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