Andrew
Haff

Armstrong Advisory Group Inc

CRD#6615539
Investment Advisor
in Needham Heights, MA

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About this Advisor

Andrew Haff is a financial advisor based in Needham Heights, Massachusetts, working with Armstrong Advisory Group Inc. Andrew has previously held positions at Peter Haff Painting, Jackson National Life Distributors LLC, Lafayette Event Staff, Armstrong Advisory, Lafayette College, Securities America, Inc, Securities America Advisors, Inc, and Armstrong Advisory Group Inc. Andrew has passed the Series 63 regulatory exam and is registered to provide services in Massachusetts and New Hampshire. Currently, Andrew is part of Armstrong Advisory Group Inc, which operates out of Needham Heights, Massachusetts. 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 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

144 Gould Street Suite 210
Needham Heights, MA 02494

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Armstrong Advisory Group Inc Brokerage Details

Total Assets Under Management

$1,221,314,451

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

22

MA Average: 118
Total Number of Accounts

3,684

MA Average: 4,567
Average Account Size

$331,519

MA Average: $3,506,186

Investment Advisory Services

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

Andrew Haff Work History

2022 - Present (3 years)

Armstrong Advisory Group Inc

2021 - 2022 (1 year)

Securities America, Inc

2021 - 2022 (1 year)

Securities America Advisors, Inc

2015 - 2016 (1 year)

Peter Haff Painting

2015 - 2020 (5 years)

Jackson National Life Distributors LLC

2014 - 2014 (< 1 year)

Armstrong Advisory

2014 - 2015 (1 year)

Lafayette College

2013 - 2015 (2 years)

Lafayette Event Staff

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Disclosures

Please visit the SEC profile of Andrew Haff 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
Scott Wilson
Needham Heights, MA
Michael Armstrong
Portsmouth, NH
Andrew Haff
Needham Heights, MA
Cash Armstrong
Needham Heights, MA
Paul Lane
Cranston, RI
Matthew Sczurek
Wallingford, CT
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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