Andrew R. Haff

ARMSTRONG ADVISORY GROUP

Needham, MA 02494

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CRD#: 6615539

Professional summary

Andrew Rudolph Haff, CFP®, who also goes by Andrew Rudoulph Haff, Andrew Haff, is a registered financial advisor currently at ARMSTRONG ADVISORY GROUP INC. located in Needham, Massachusetts.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Andrew has worked at 4 firms and has passed the Series 63, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Andrew Rudoulph Haff | Andrew Haff

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. Haff is a licensed insurance agent/producer. Business is conducted at 144 Gould St, Ste 210, Needham MA 02494, United States. Start date: 06/2020. 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 Andrew Rudolph Haff'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®

CFP^®

Certified Financial Planner

Experience

Current

April 28, 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 03801

RIA

CRD#: 318662

Needham, MA

Past

November 10, 2021 - June 1, 2022

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

NEEDHAM, MA

Past

November 9, 2021 - June 1, 2022

SECURITIES AMERICA, INC.

CRD#: 10205

NEEDHAM, MA

Past

March 10, 2016 - January 5, 2021

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

CRD#: 40178

FRANKLIN, TN

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
(4/28/2022)

IAR

New Hampshire
(5/25/2022)

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

Series 63

Date: 3/31/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/28/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 3/10/2016

Investment Company Products/Variable Contracts Representative 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

Andrew R. Haff

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Rudolph Haff's CRS (Customer Relationship Summary).

Certified licenses

Experience

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

Primary Firm SEC Registration

ARMSTRONG ADVISORY GROUP INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 3/31/2016

Series 7TO

Date: 10/28/2019

SIE

Date: 10/1/2018

Series 6

Date: 3/10/2016

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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