Scott
Wilson

Armstrong Advisory Group Inc

CRD#4943300
Investment Advisor
in Needham Heights, MA

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About this Advisor

Scott Wilson is a financial advisor based in Needham Heights, Massachusetts, working with Armstrong Advisory Group Inc. Scott has previously held positions at Morgan Stanley, Securities America Inc, Securities America Advisors, Inc, and Armstrong Advisory Group Inc. Scott has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts, New Hampshire, and Texas. Currently, Scott 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 66

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

Scott Wilson Work History

2022 - Present (3 years)

Armstrong Advisory Group Inc

2018 - 2022 (4 years)

Securities America Inc

2018 - 2022 (4 years)

Securities America Advisors, Inc

2013 - 2018 (5 years)

Morgan Stanley

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Disclosures

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