Unclaimed Profile

Charles Zodda

ARMSTRONG ADVISORY GROUP INC.·NEEDHAM, Massachusetts

SIE, Series 7, Series 6615 years registeredARMSTRONG ADVISORY GROUP INC.

144 GOULD STREET, NEEDHAM, MA 02494CRD# 5733657Firm CRD# 318662

Profile Verification

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

Identity

Charles Zodda · NEEDHAM, MA

Registration

CRD #5733657 · ARMSTRONG ADVISORY GROUP INC. · 15 years registered

Brand Profile

Not yet started

Career History

ARMSTRONG ADVISORY GROUP INC.

May 2022 – present

SECURITIES AMERICA ADVISORS, INC.

Feb 2011 – Jun 2022

NEEDHAM, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · February 9, 2011

Years registered · 15

Disclosure History

2017Customer Dispute·Settled

2011Customer Dispute·Denied

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

ARMSTRONG ADVISORY GROUP INC.

CRD 318662 · SEC 801-123659

AUM

$1.2B

Regulatory assets under management

Employees

3,684 client accounts

Services offered by ARMSTRONG ADVISORY GROUP INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ARMSTRONG ADVISORY GROUP INC. →

Introduction

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Frequently Asked Questions

What services does Charles Zodda offer?

Charles Zodda specializes in Financial Planning, Investment Management. Contact their office in NEEDHAM, Massachusetts for a consultation.

What are Charles Zodda's credentials?

Charles Zodda is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charles Zodda located?

Charles Zodda is based in NEEDHAM, Massachusetts, working with ARMSTRONG ADVISORY GROUP INC.. Their office serves clients in the NEEDHAM metropolitan area and surrounding communities.

How does Charles Zodda charge for services?

Charles Zodda'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 ARMSTRONG ADVISORY GROUP INC.?

ARMSTRONG ADVISORY GROUP INC. has approximately 22 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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