SP
Susan D. Powers
ARMSTRONG ADVISORY GROUP
Needham, MA 02494
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CRD#: 5037008
SP
Professional summary
Susan Dawn Powers, who also goes by Susan Dawn Labossiere, is a registered financial advisor currently at ARMSTRONG ADVISORY GROUP INC. located in Needham, Massachusetts.
Susan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Susan has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Susan Dawn Labossiere
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: Mrs. Powers is a licensed insurance agent/producer. Business is conducted at 144 Gould St, Ste 210, Needham MA 02494, United States. Start date: 02/2006. 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. (2) LEGAL EXCHANGE: Mrs. Powers is a Radio Host. As such, Mrs. powers is co-hosting the radio program "The Lega Exchange Show with Todd Lutsky". Activity is conducted at 144 Gould St, Ste 210, Needham MA 02494, United States. Investment related: As a co-host of the show, Mrs. Powers expresses her views and provides contemporaneous comments related to the general market, economic developments as well as certain educational information. Start date: 01/2007. Mrs. Powers dedicates 8 hours a month to this activity.
CRS (Client Relationship Summary) - RIA
Click below to view Susan Dawn Powers's 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®
NoneExperience
Current
April 28, 2022 - Present
ARMSTRONG ADVISORY GROUP INC.
Office #1: 144 Gould Street Suite 210, Needham, MA 02494Office #2: 200 Midway Rd, Cranston, RI 02920RIA
CRD#: 318662
Needham, MA
Past
January 12, 2007 - June 1, 2022
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
NEEDHAM, MA
Past
January 10, 2007 - June 1, 2022
SECURITIES AMERICA, INC.
BD
CRD#: 10205
NEEDHAM, MA
Past
January 4, 2006 - January 5, 2007
WOODBURY FINANCIAL SERVICES, INC.
RIA
CRD#: 421
NEEDHAM, MA
Past
October 6, 2005 - January 5, 2007
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
NEEDHAM, 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".
AA
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(4/28/2022)
IAR
Rhode Island(5/2/2022)
IAR
Texas(11/14/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
AA
ARMSTRONG ADVISORY GROUP INC.
ARMSTRONG ADVISORY GROUP INC. | ARMSTRONG ADVISORY GROUP LLC
CRD#: 318662 / SEC#: 801-123659
RIA
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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
22
SEC notice filing (41 States and Territories)
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 | ||
| 05/30/2024 | ||
| 03/03/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ARMSTRONG ADVISORY GROUP INC.
CRD#: 318662Needham, MA 02494TRUST BUT VERIFY
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