Theodore C. Armstrong

BR WEALTH MANAGEMENT

Boise, ID 83706

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CRD#: 2310508

Professional summary

Theodore Carter Armstrong, who also goes by Ted Armstrong, is a registered financial advisor currently at BR WEALTH MANAGEMENT located in Boise, Idaho and PRIVATE CLIENT SERVICES, LLC located in Boise, Idaho.

Theodore is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Theodore has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ted Armstrong

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) BR Wealth Management. 380 E Parkcenter Blvd, Ste 205, Boise, ID 83706. RIA. 150 hrs/mo; 150 during trading hrs. 2) Trustee of Mother's (Elinor P Fisher) Revocable Trust. 42 S Mesa Vista Dr, Boise, ID 83705. Revocable Trust. Trustee. 2 hrs/mo; 1 during trading hrs. 3) Trustee of Brother's (Russell Armstrong) Trust. 42 S Mesa Vista Dr, Boise, ID 83705. Trustee. 2 hrs/mo; 1 during trading hrs.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Theodore Carter Armstrong's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 6, 2023 - Present

BR WEALTH MANAGEMENT

Office #1: 380 E. Parkcenter Blvd. Suite 205, Boise, ID 83706

RIA

CRD#: 307546

Boise, ID

Current

June 14, 2023 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 380 E. Parkcenter Blvd Ste 205, Boise, ID 83706

RIA

CRD#: 120222

Boise, ID

Past

August 11, 2006 - June 21, 2023

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

BOISE, ID

Past

August 11, 2006 - June 21, 2023

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

BOISE, ID

Past

November 24, 2000 - August 16, 2006

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

BOISE, ID

Past

July 31, 1993 - August 16, 2006

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

BOISE, ID

Past

February 4, 1993 - July 31, 1993

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BR WEALTH MANAGEMENT

BETO FINANCIAL GROUP, LLC | BR WEALTH MANAGEMENT

CRD#: 307546 / SEC#: 801-118952

RIA

Registered Investment Advisory firm - (6/22/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Idaho
(6/6/2023)

Idaho
(6/14/2023)

IAR

Texas
(6/6/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/8/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/6/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 10/1/2004

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 2/2/1993

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

BR WEALTH MANAGEMENT

BETO FINANCIAL GROUP, LLC | BR WEALTH MANAGEMENT

CRD#: 307546 / SEC#: 801-118952

RIA

Registered Investment Advisory firm - (6/22/2020 Approved)

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Contact information

Main Address

380 E. Parkcenter Blvd. Suite 205, Boise, ID 83706

Mailing Address

Phone number

(208) 258-2540

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2A BROCHURE (3/18/2025)

Regulatory assets under management

Total Number of Accounts	799
AUM (Assets Under Management)	$ 284,189,070

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Theodore C. Armstrong

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Theodore Carter Armstrong's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVATE CLIENT SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

LEHMAN BROTHERS INC.

Primary Firm SEC Registration

BR WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 11/8/2000

Series 63

Date: 2/6/1993

SIE

Date: 10/1/2018

Series 31

Date: 10/1/2004

Series 7

Date: 2/2/1993

FINRA

Current Firm

BR WEALTH MANAGEMENT

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BR WEALTH MANAGEMENT

TRUST BUT VERIFY

Contact information

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