Unclaimed Profile

Diane Elizabeth Armstrong

WEALTHSTONE INC·COLUMBUS, Ohio

Series 7, Series 65Clean record26 years registeredWEALTHSTONE INC

5000 HORIZONS DR, COLUMBUS, OH 43220CRD# 2646240Firm CRD# 110725

Profile Verification

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

Identity

Diane Elizabeth Armstrong · COLUMBUS, OH

Registration

CRD #2646240 · WEALTHSTONE INC · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WEALTHSTONE INC

PREMIER PRIVATE WEALTH, LLC

Jun 2022 – Jul 2024

St Augustine Beach, FL

INVESTMENT PARTNERS LTD

Apr 2018 – Dec 2019

DUBLIN, OH

COMMONWEALTH FINANCIAL NETWORK

Oct 2012 – Jul 2022

St Augustine Beach, FL

WEALTHSTONE INC

Apr 2009 – Oct 2012

COLUMBUS, OH

THE WEALTH ADVANTAGE GROUP, INC.

Mar 2006 – Nov 2008

COLUMBUS, OH

HAMILTON CAPITAL MANAGEMENT INC

Apr 2000 – Aug 2003

COLUMBUS, OH

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Registration record

First registered · April 20, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEALTHSTONE FAMILY OFFICE LLC

CRD 110725 · SEC 801-20781

AUM

$1.3B

Regulatory assets under management

Employees

1,037 client accounts

Services offered by WEALTHSTONE FAMILY OFFICE LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WEALTHSTONE FAMILY OFFICE LLC →

Introduction

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Frequently Asked Questions

What services does Diane Elizabeth Armstrong offer?

Diane Elizabeth Armstrong specializes in Financial Planning, Investment Management.

What are Diane Elizabeth Armstrong's credentials?

Diane Elizabeth Armstrong is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Diane Elizabeth Armstrong located?

Diane Elizabeth Armstrong is based in COLUMBUS, Ohio, last registered with WEALTHSTONE INC.

How does Diane Elizabeth Armstrong charge for services?

Diane Elizabeth Armstrong's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEALTHSTONE INC?

WEALTHSTONE INC has approximately 19 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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