Leonid Berline
Professional summary
Leonid Berline, who also goes by Leonid Nmn Berline, Leonid Berline, is a registered financial advisor currently at ARMSTRONG ADVISORY GROUP INC. located in Needham, Massachusetts.
Leonid is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Leonid has worked at 8 firms and has passed the Series 65, Series 63, Series 52TO, Series 79TO, Series 99TO, SIE, Series 87, Series 7, Series 6, Series 14, Series 28, Series 53, Series 4, Series 24 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Leonid Berline's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 28, 2022 - Present
ARMSTRONG ADVISORY GROUP INC.
Office #1: 144 Gould Street Suite 210, Needham, MA 02494October 8, 2021 - February 10, 2022
B. RILEY WEALTH MANAGEMENT
June 23, 2021 - February 10, 2022
B. RILEY WEALTH ADVISORS, INC.
June 23, 2021 - February 10, 2022
NATIONAL SECURITIES CORPORATION
January 5, 2018 - July 23, 2021
WINSLOW WEALTH MANAGEMENT LLC
December 19, 2012 - December 31, 2017
WINSLOW WEALTH MANAGEMENT LLC
August 22, 2006 - July 26, 2021
WINSLOW, EVANS & CROCKER, INC.
October 14, 2005 - June 15, 2021
WINSLOW, EVANS & CROCKER, INC.
December 16, 2003 - December 31, 2014
GOLDK INVESTMENT SERVICES, INC
March 8, 2001 - December 4, 2002
AMUNDI DISTRIBUTOR US, INC.
Primary Firm SEC Registration
ARMSTRONG ADVISORY GROUP INC.
CRD#: 318662 / SEC#: 801-123659
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/28/2022)
Exams
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationSeries 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationSeries 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 28
Date: 9/26/2005
Introducing Broker/Dealer Financial Operations Principal ExaminationCurrent Firm
ARMSTRONG ADVISORY GROUP INC.
CRD#: 318662 / SEC#: 801-123659
Contact information
SEC notice filing (41 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,841 |
| AUM (Assets Under Management) | $ 1,437,702,524 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/16/2024 | ||
| 05/30/2024 | ||
| 03/03/2023 |
Red Flags
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Company Information
ARMSTRONG ADVISORY GROUP INC.
CRD#: 318662Needham, MA 02494TRUST BUT VERIFY
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