Scott Everett Wilson
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.
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 on record.
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Years of Experience
21 years in the financial services industry
Current & Past Employments
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Current Firm
ARMSTRONG ADVISORY GROUP INC. | ARMSTRONG ADVISORY GROUP LLC
Contact Information
Main Address
144 Gould Street Suite 210, Needham, MA 02494Phone Number
(781) 433-0001# of Employees
22SEC notice filing (41 States and Territories)
Registered to provide investment advisory services in 41 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
4,071AUM (Assets Under Management)
$1,668,179,022Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/26/2025 | Cover Page | Report |
| 12/16/2024 | Cover Page | Report |
| 05/30/2024 | Cover Page | Report |
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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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Primary Firm SEC Registration
ARMSTRONG ADVISORY GROUP INC. | ARMSTRONG ADVISORY GROUP LLC
State Registrations and Notice Filings
(4/29/2022)
(5/17/2022)
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 10 — General Securities Sales Supervisor - General Module Examination
Passed Jul 2009About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Apr 2009About the Series 9 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Scott Everett Wilson's CRS (Customer Relationship Summary).
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