Unclaimed Profile

Gregory Paul Armstrong

ADE, LLC·BALTIMORE, Maryland

SIE, Series 6, Series 7, Series 63, Series 65CFPClean record20 years registeredADE, LLC

1500 SULGRAVE AVE, BALTIMORE, MD 21209CRD# 4837579Firm CRD# 168345

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gregory Paul Armstrong · BALTIMORE, MD

Registration

CRD #4837579 · ADE, LLC · 20 years registered

Brand Profile

Not yet started

Career History

ARMSTRONG DIXON

Aug 2013 – present

LPL FINANCIAL LLC

Aug 2013 – present

PLANNING SOLUTIONS GROUP, LLC

Nov 2010 – Aug 2013

FULTON, MD

LINCOLN FINANCIAL ADVISORS CORPORATION

Jun 2006 – Nov 2010

MAPLE LAWN, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · June 23, 2006

Years registered · 20

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ADE, LLC

CRD 168345 · SEC 801-106631

AUM

$312M

Regulatory assets under management

Employees

876 client accounts

Services offered by ADE, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ADE, LLC →

Introduction

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Frequently Asked Questions

What services does Gregory Paul Armstrong offer?

Gregory Paul Armstrong specializes in Financial Planning, Investment Management. Contact their office in BALTIMORE, Maryland for a consultation.

What are Gregory Paul Armstrong's credentials?

Gregory Paul Armstrong holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Gregory Paul Armstrong located?

Gregory Paul Armstrong is based in BALTIMORE, Maryland, working with ADE, LLC. Their office serves clients in the BALTIMORE metropolitan area and surrounding communities.

How does Gregory Paul Armstrong charge for services?

Gregory Paul Armstrong's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ADE, LLC?

ADE, LLC has approximately 6 employees and manages $312M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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