Michael
Armstrong

Armstrong Advisory Group Inc

CRD#6218973
Investment Advisor
in Portsmouth, NH

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About this Advisor

Michael Armstrong is a financial advisor who works in Portsmouth, New Hampshire, with 1 year of relevant experience. Armstrong is on the advisory team at Armstrong Advisory Group Inc. During their career, the advisor has held roles at Fidelity Investments, Securities America, Inc, Securities America Advisors, Inc and Armstrong Advisory Group Inc. Armstrong maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Massachusetts, New Hampshire and Texas. Armstrong Advisory Group Inc is a financial advisory company headquartered in Needham Heights, MA. The company has offices in nine locations and a total of 25 employees. It controls $1 billion in assets across its 3,386 client accounts, making it one of the larger firms in the nation by assets under management. The firm provides financial advisory services to two charities and foundations. Of its 3,386 customer accounts, 43% are associated with high-net-worth individuals who have more than $1 million in investable assets. Armstrong Advisory Group Inc provides a few services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules typically are based on which services the firm provides the client. Fee types charged by Armstrong Advisory Group Inc can include asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

One New Hamspire Avenue Suite 125
Portsmouth, NH 03801

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Armstrong Advisory Group Inc Brokerage Details

Total Assets Under Management

$1,019,991,578

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

25

NH Average: 118
Total Number of Accounts

3,386

NH Average: 4,567
Average Account Size

$301,238

NH Average: $3,506,186

Investment Advisory Services

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

Michael Armstrong Work History

Michael has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Armstrong Advisory Group Inc

2013 - 2022 (9 years)

Securities America, Inc

2013 - 2022 (9 years)

Securities America Advisors, Inc

2010 - 2013 (3 years)

Fidelity Investments

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michael Armstrong 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

Andrew Haff
Needham Heights, MA
Lisa Vaillancourt
Needham Heights, MA
Paul Lane
Cranston, RI
Scott Wilson
Needham Heights, MA
Mark Schaffer
Wallingford, CT
Charles Zodda
Portsmouth, NH
Michael Armstrong
Portsmouth, NH
Brendan Hayes
Needham Heights, MA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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