Unclaimed Profile

Scott Everett Wilson

ARMSTRONG ADVISORY GROUP INC.·NEEDHAM, Massachusetts

SIE, Series 7, Series 9, Series 10, Series 24, Series 51, Series 66Clean record21 years registeredARMSTRONG ADVISORY GROUP INC.

144 GOULD STREET, NEEDHAM, MA 02494CRD# 4943300Firm CRD# 318662

Profile Verification

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

Identity

Scott Everett Wilson · NEEDHAM, MA

Registration

CRD #4943300 · ARMSTRONG ADVISORY GROUP INC. · 21 years registered

Brand Profile

Not yet started

Career History

ARMSTRONG ADVISORY GROUP INC.

Apr 2022 – present

SECURITIES AMERICA ADVISORS, INC.

Apr 2018 – Jun 2022

Needham, MA

MORGAN STANLEY

Sep 2013 – Mar 2018

BOSTON, MA

LPL FINANCIAL LLC

Dec 2011 – May 2013

YARMOUTH, ME

AMERIPRISE FINANCIAL SERVICES, INC.

Aug 2005 – Dec 2011

YARMOUTH, ME

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 24

Series 51

Series 66

Registration record

First registered · August 8, 2005

Years registered · 21

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 Scott Everett Wilson offer?

Scott Everett Wilson specializes in Financial Planning, Investment Management. Contact their office in NEEDHAM, Massachusetts for a consultation.

What are Scott Everett Wilson's credentials?

Scott Everett Wilson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Scott Everett Wilson located?

Scott Everett Wilson 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 Scott Everett Wilson charge for services?

Scott Everett Wilson'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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