Matthew R. Sczurek

ARMSTRONG ADVISORY GROUP

Wallingford, CT 06492

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CRD#: 6754995

Professional summary

Matthew Ryan Sczurek, CFP®, who also goes by Matthew R Sczurek, is a registered financial advisor currently at ARMSTRONG ADVISORY GROUP INC. located in Wallingford, Connecticut.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Matthew has worked at 3 firms and has passed the Series 63, Series 65, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew R Sczurek

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Ryan Sczurek'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

August 2, 2023 - Present

ARMSTRONG ADVISORY GROUP INC.

Office #1: 1062 Barnes Road Suite 107, Wallingford, CT 06492

RIA

CRD#: 318662

Wallingford, CT

Past

March 18, 2019 - April 3, 2023

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

SOUTH MERIDEN, CT

Past

February 7, 2017 - March 31, 2023

NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC

RIA

CRD#: 109203

SOUTH MERIDEN, CT

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

Connecticut
(8/2/2023)

IAR

Massachusetts
(8/9/2023)

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: 3/15/2019

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 2/1/2017

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6TO

Date: 2/25/2019

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 1/21/2019

Securities Industry Essentials 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 (1/6/2026)

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
11/26/2025	Cover Page	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

Matthew R. Sczurek

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Ryan Sczurek's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC

Primary Firm SEC Registration

ARMSTRONG ADVISORY GROUP INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 3/15/2019

Series 65

Date: 2/1/2017

Series 6TO

Date: 2/25/2019

SIE

Date: 1/21/2019

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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