Zachary
Armstrong
Spc
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About this Advisor
Zachary Armstrong is a financial advisor operating in Ann Arbor, Michigan, with 3 years of industry experience. Armstrong is an employee of Spc. Over the course of their career, they have held roles at Siena Wealth Advisors, California Polytechnic State University, Sigma Planning Corporation and Sigma Financial Corporation. Armstrong has Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in California, District Of Columbia, Florida, Idaho, Illinois, Indiana, Maryland, Michigan, Missouri, New Jersey, Pennsylvania and Texas. Spc is a financial advisory company operating out of Ann Arbor, MI. The company has offices in 426 locations and a total of 610 people on staff. It controls $6 billion in assets under management among its 34,594 client accounts, placing it among the largest firms in the country by assets under management. The firm provides financial advisory services to 20 charitable organizations. Of its 34,594 customer accounts, just 8% are held by high-net-worth individuals who have more than $1 million in assets. The business has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fee schedules usually vary depending on which services the firm provides the client. Fees billed by Spc likely are comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Spc Brokerage Details
$5,964,256,852
610
34,594
$172,407
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Zachary Armstrong Work History
Zachary has been registered as a financial advisor for 3 years.*
Sigma Planning Corporation
Sigma Financial Corporation
Siena Wealth Advisors
California Polytechnic State University
*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 Zachary 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 Spc
Fort Wayne, IN
Fort Lauderdale, FL
Ann Arbor, MI
Ann Arbor, MI
Cincinnati, OH
Dallas, TX
Ann Arbor, MI
Ann Arbor, MI
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.
