Susan
Powers

Armstrong Advisory Group Inc

CRD#5037008
Investment Advisor
in Cranston, RI

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About this Advisor

Susan Powers is a financial advisor based in Cranston, Rhode Island, working with Armstrong Advisory Group Inc. Susan has previously held positions at Securities America, Inc, Securities America Advisors, Inc, and Armstrong Advisory Group Inc. Susan has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts, Rhode Island, and Texas. Currently, Susan is part of Armstrong Advisory Group Inc, which operates out of Cranston, Rhode Island. 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

200 Midway Rd
Cranston, RI 02920

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Armstrong Advisory Group Inc Brokerage Details

Total Assets Under Management

$1,221,314,451

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

22

RI Average: 118
Total Number of Accounts

3,684

RI Average: 4,567
Average Account Size

$331,519

RI Average: $3,506,186

Investment Advisory Services

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

Susan Powers Work History

2022 - Present (2 years)

Armstrong Advisory Group Inc

2007 - 2022 (15 years)

Securities America, Inc

2007 - 2022 (15 years)

Securities America Advisors, Inc

Disclosures

Please visit the SEC profile of Susan Powers 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
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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