Marc A. Fandetti

ARMSTRONG ADVISORY GROUP

Needham, MA 02494

Some features on this profile are disabled

CRD#: 3096370

Professional summary

Marc Alan Fandetti, CFP® is a registered financial advisor currently at ARMSTRONG ADVISORY GROUP INC. located in Needham, Massachusetts.

Marc is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Marc has worked at 5 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) THE FINANCIAL EXCHANGE: Mr. Fandetti is a Radio Host. As such, Mr. Fandetti is co-hosting the radio program "The Financial Exchange". Activity is conducted at 144 Gould St, Ste 210, Needham MA 02494, United States. Investment related: As a co-host of the financial show, Mr. Fandetti expresses his views and provides contemporaneous comments related to the general market, economic developments as well as certain educational information. Start date: 01/2021. Mr. Fandetti dedicates 8 hours a month to this activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marc Alan Fandetti'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®

CFP^®

Certified Financial Planner

Start date: 2001

Experience

Current

May 16, 2022 - Present

ARMSTRONG ADVISORY GROUP INC.

Office #1: 144 Gould Street Suite 210, Needham, MA 02494

RIA

CRD#: 318662

Needham, MA

Past

September 19, 2016 - October 17, 2017

MORGAN STANLEY

RIA

CRD#: 149777

WELLESLEY, MA

Past

September 12, 2016 - October 17, 2017

MORGAN STANLEY

CRD#: 149777

WELLESLEY, MA

Past

January 1, 2001 - April 3, 2006

VOYA RETIREMENT ADVISORS, LLC

RIA

CRD#: 3989

QUINCY, MA

Past

September 28, 2000 - April 3, 2006

VOYA RETIREMENT ADVISORS, LLC

CRD#: 3989

WINDSOR, CT

Past

May 24, 2000 - September 28, 2000

CITISTREET EQUITIES LLC

CRD#: 7447

SOMERSET, NJ

Past

August 3, 1998 - May 24, 2000

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

CRD#: 30107

BOSTON, MA

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".

ARMSTRONG ADVISORY GROUP INC.

ARMSTRONG ADVISORY GROUP INC. | ARMSTRONG ADVISORY GROUP LLC

CRD#: 318662 / SEC#: 801-123659

RIA

Registered Investment Advisory firm - (4/8/2022 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.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(5/16/2022)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/19/2016

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 7/10/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/7/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/17/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/12/2016

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/31/1998

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ARMSTRONG ADVISORY GROUP INC.

ARMSTRONG ADVISORY GROUP INC. | ARMSTRONG ADVISORY GROUP LLC

CRD#: 318662 / SEC#: 801-123659

RIA

Registered Investment Advisory firm - (4/8/2022 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

144 Gould Street Suite 210, Needham, MA 02494

Mailing Address

Phone number

(781) 433-0001

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (41 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AAG DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (10/7/2025)

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	Cover Page	Report
05/30/2024	Cover Page	Report
03/03/2023	Cover Page	Report

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Tamara Rose

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Marc A. Fandetti

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marc Alan Fandetti's CRS (Customer Relationship Summary).

Certified licenses

Experience

MORGAN STANLEY

MORGAN STANLEY

VOYA RETIREMENT ADVISORS, LLC

VOYA RETIREMENT ADVISORS, LLC

CITISTREET EQUITIES LLC

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

Primary Firm SEC Registration

ARMSTRONG ADVISORY GROUP INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/19/2016

Series 65

Date: 7/10/2000

Series 63

Date: 8/7/1998

SIE

Date: 10/17/2017

Series 7

Date: 9/12/2016

Series 6

Date: 7/31/1998

Current Firm

ARMSTRONG ADVISORY GROUP INC.

Contact information

SEC notice filing (41 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ARMSTRONG ADVISORY GROUP INC.

TRUST BUT VERIFY

Similar Advisors