Scott E. Wilson

ARMSTRONG ADVISORY GROUP

Needham, MA 02494

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CRD#: 4943300

Professional summary

Scott Everett Wilson is a registered financial advisor currently at ARMSTRONG ADVISORY GROUP INC. located in Needham, Massachusetts.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Scott has worked at 7 firms and has passed the Series 66, SIE, Series 7, Series 10, Series 9, Series 51 and Series 24 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) INSURANCE SALES: Mr. Wilson is a licensed insurance agent/producer. Business is conducted at 144 Gould St, Ste 210, Needham MA 02494, United States. Start date: 03/2018. Prior to 06/01/2022: Investment Related. All types of insurance products have been sold inclusive of those that require securities registration. Effective 06/01/2022: Investment related. Sales of Insurance Products that do not require securities licensing only. Number of hours: ~5 hours per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Everett Wilson'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

April 29, 2022 - Present

ARMSTRONG ADVISORY GROUP INC.

Office #1: 144 Gould Street Suite 210, Needham, MA 02494Office #2: 3 Executive Park Dr Suite 201, Bedford, NH 03110

RIA

CRD#: 318662

Needham, MA

Past

April 2, 2018 - June 1, 2022

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

Needham, MA

Past

March 29, 2018 - June 1, 2022

SECURITIES AMERICA, INC.

CRD#: 10205

NEEDHAM, MA

Past

September 17, 2013 - March 5, 2018

MORGAN STANLEY

RIA

CRD#: 149777

BOSTON, MA

Past

September 9, 2013 - March 5, 2018

MORGAN STANLEY

CRD#: 149777

BOSTON, MA

Past

December 22, 2011 - May 15, 2013

LPL FINANCIAL LLC

RIA

CRD#: 6413

YARMOUTH, ME

Past

December 22, 2011 - May 15, 2013

LPL FINANCIAL LLC

CRD#: 6413

YARMOUTH, ME

Past

August 8, 2005 - December 23, 2011

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

YARMOUTH, ME

Past

July 27, 2005 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

July 27, 2005 - December 23, 2011

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

YARMOUTH, ME

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
(4/29/2022)

IAR

New Hampshire
(5/17/2022)

IAR

Texas
(8/5/2022)

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: 8/6/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/26/2005

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 7/6/2009

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 4/2/2009

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 51

Date: 5/23/2007

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 3/3/2007

General Securities Principal 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)

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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.

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Advisor Monitoring

Firm Stability Insights

Scott E. Wilson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Everett Wilson's CRS (Customer Relationship Summary).

Certified licenses

Experience

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

MORGAN STANLEY

MORGAN STANLEY

LPL FINANCIAL LLC

LPL FINANCIAL LLC

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

ARMSTRONG ADVISORY GROUP INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/6/2005

SIE

Date: 10/1/2018

Series 7

Date: 7/26/2005

Series 10

Date: 7/6/2009

Series 9

Date: 4/2/2009

Series 51

Date: 5/23/2007

Series 24

Date: 3/3/2007

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

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