MA
Michael S. Armstrong
ARMSTRONG ADVISORY GROUP
Needham, MA 02494
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CRD#: 6218973
MA
Professional summary
Michael Sargent Armstrong is a registered financial advisor currently at ARMSTRONG ADVISORY GROUP INC. located in Needham, Massachusetts.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Michael has worked at 3 firms and has passed the Series 66, SIE, Series 7 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) SHAREHOLDER OF ELYANDCO, LLC. Elyandco LLC, a private, family run real estate ownership company in Connecticut. Address: 8 Riverbend Rd, Old Lyme CT 06371. Not investment Related. Start date 11/11/2010. Mr. Armstrong participates in an annual shareholders meeting. Mr. Armstrong does not receive any dividends or income from this corporation. Mr. Armstrong pays annual dues associated with the ownership. No dedicated hours. (2) INSURANCE SALES: Mr. Armstrong is a licensed insurance agent/producer. Business is conducted at 144 Gould St, Ste 210, Needham MA 02494, United States. Start date: 04/2014. 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. (3) THE FINANCIAL EXCHANGE: Mr. Armstrong is a Radio Host. As such, Mr. Armstrong is co-hosting the radio program "The Financial Exchange". Activity is conducted at 144 Gould St, Ste 210, Needham MA 02494, United States. Investment related: As a co-host of the financial show, Mr. Armstrong expresses his views and provides contemporaneous comments related to the general market, economic developments as well as certain educational information. Start date: 05/26/2015. Mr. Armstrong dedicates 40 hours a month to this activity. (4) TV ANALAYST: Mr. Armstrong is a commentator providing investment and economic information to local television news stations on an as-needed basis. Investment related. As a TV commentator, Mr. Armstrong expresses his views and provides contemporaneous comments related to the general market, economic developments Less than 5% of business time.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Sargent Armstrong'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
May 3, 2022 - Present
ARMSTRONG ADVISORY GROUP INC.
Office #1: 144 Gould Street Suite 210, Needham, MA 02494Office #2: One New Hamspire Avenue Suite 125, Portsmouth, NH 03801RIA
CRD#: 318662
Needham, MA
Past
October 7, 2013 - June 3, 2022
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
NEEDHAM, MA
Past
August 14, 2013 - June 3, 2022
SECURITIES AMERICA, INC.
BD
CRD#: 10205
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(5/3/2022)
IAR
New Hampshire(5/13/2022)
IAR
Texas(8/4/2022)
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
Registered Investment Advisory firm - (4/8/2022 Approved)Upgrade to AdvisorCheck Premium
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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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