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.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Daniel G Armstrong's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 7, 2012 - Present
SOLIDO FINANCIAL LLC
February 7, 2022 - Present
THE LEADERS GROUP, INC.
Office #1: 475 Springfield Ave, Summit, NJ 07901January 25, 2012 - July 11, 2012
W&S BROKERAGE SERVICES, INC.
July 5, 2010 - December 8, 2010
W&S BROKERAGE SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/8/2022)
(12/5/2022)
(9/1/2022)
(9/18/2023)
(9/7/2012)
(2/8/2022)
Exams
Series 6TO
Date: 2/7/2022
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
SOLIDO FINANCIAL LLC
CRD#: 165238 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 26 |
| AUM (Assets Under Management) | $ 19,260,464 |
Red Flags
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