AdvisorOS Directory
Claim Profile
SP

Susan Dawn Powers

ARMSTRONG ADVISORY GROUP INC.·NEEDHAM, Massachusetts
Unclaimed Profile
144 GOULD STREET, NEEDHAM, MA 02494CRD# 5037008Firm CRD# 318662
01

About

Susan Dawn Powers is a registered financial advisor based in NEEDHAM, Massachusetts, affiliated with ARMSTRONG ADVISORY GROUP INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
ARMSTRONG ADVISORY GROUP INC.
ARMSTRONG ADVISORY GROUP INC.
AUM
$1.2B
Regulatory assets under management
Employees
22
Total firm employees
View all advisors at ARMSTRONG ADVISORY GROUP INC. →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5037008
Firm CRD# 318662
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NEEDHAM?

Browse all registered financial advisors in NEEDHAM, Massachusetts or claim this profile if it's yours.

Browse NEEDHAM AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Susan Dawn Powers offer?
Susan Dawn Powers specializes in Financial Planning, Investment Management. Contact their office in NEEDHAM, Massachusetts for a consultation.
What are Susan Dawn Powers's credentials?
Susan Dawn Powers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Susan Dawn Powers located?
Susan Dawn Powers 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 Susan Dawn Powers charge for services?
Susan Dawn Powers'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in NEEDHAM
Jose Alberto Torres — EIF MANAGEMENT, LLCAndrew N Pike — EIF MANAGEMENT, LLCRyan Charles Forness — FORNESS FINANCIAL LLCNorman Anthony Forness — FORNESS FINANCIAL LLCCatherine M Reese — EIF MANAGEMENT, LLC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile