Unclaimed Profile

Susan Dawn Powers

ARMSTRONG ADVISORY GROUP INC.·NEEDHAM, Massachusetts

SIE, Series 7, Series 24, Series 66Clean record20 years registeredARMSTRONG ADVISORY GROUP INC.

144 GOULD STREET, NEEDHAM, MA 02494CRD# 5037008Firm CRD# 318662

Profile Verification

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

Identity

Susan Dawn Powers · NEEDHAM, MA

Registration

CRD #5037008 · ARMSTRONG ADVISORY GROUP INC. · 20 years registered

Brand Profile

Not yet started

Career History

ARMSTRONG ADVISORY GROUP INC.

Apr 2022 – present

SECURITIES AMERICA ADVISORS, INC.

Jan 2007 – Jun 2022

NEEDHAM, MA

WOODBURY FINANCIAL SERVICES, INC.

Jan 2006 – Jan 2007

NEEDHAM, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · January 4, 2006

Years registered · 20

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 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.

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