Unclaimed Profile

Leonid Berline

ARMSTRONG ADVISORY GROUP INC.·NEEDHAM, Massachusetts

SIE, Series 4, Series 6, Series 7, Series 14, Series 24, Series 26, Series 28, Series 52TO, Series 53, Series 63, Series 65, Series 79TO, Series 87, Series 99TOClean record19 years registeredARMSTRONG ADVISORY GROUP INC.

144 GOULD STREET, NEEDHAM, MA 02494CRD# 3027633Firm CRD# 318662

Profile Verification

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

Identity

Leonid Berline · NEEDHAM, MA

Registration

CRD #3027633 · ARMSTRONG ADVISORY GROUP INC. · 19 years registered

Brand Profile

Not yet started

Career History

ARMSTRONG ADVISORY GROUP INC.

Apr 2022 – present

NATIONAL ASSET MANAGEMENT, INC.

Jun 2021 – Feb 2022

BOSTON, MA

WINSLOW WEALTH MANAGEMENT LLC

Jan 2018 – Jul 2021

BOSTON, MA

WINSLOW WEALTH MANAGEMENT LLC

Dec 2012 – Dec 2017

BOSTON, MA

WINSLOW, EVANS & CROCKER, INC.

Aug 2006 – Jul 2021

BOSTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 6

Series 7

Series 14

Series 24

Series 26

Series 28

Series 52TO

Series 53

Series 63

Series 65

Series 79TO

Series 87

Series 99TO

Registration record

First registered · August 22, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

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 Leonid Berline offer?

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

What are Leonid Berline's credentials?

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

Where is Leonid Berline located?

Leonid Berline 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 Leonid Berline charge for services?

Leonid Berline'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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