Daniel G Armstrong
Professional Summary
Daniel G Armstrong is a registered financial advisor currently at SOLIDO FINANCIAL LLC located in Cincinnati, Ohio and THE LEADERS GROUP, INC. located in Summit, New Jersey. Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Daniel has worked at 3 firms and has passed the Series 63, Series 6TO, SIE, Series 6 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
16 years in the financial services industry
Current & Past Employments
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Current Firm
SOLIDO FINANCIAL LLC
Contact Information
Main Address
Cincinnati, OHPhone Number
(773) 344-1145# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
26AUM (Assets Under Management)
$19,260,464Similar Advisors
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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.
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State Registrations and Notice Filings
(2/8/2022)
(12/5/2022)
(9/1/2022)
(9/18/2023)
(9/7/2012)
(2/8/2022)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Feb 2022About the Series 6TO examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jul 2010About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Feb 2012About the Series 26 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Daniel G Armstrong's CRS (Customer Relationship Summary).
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