Managing Partner, Financial Advisor · Armstrong Advisory Group Inc.
Susan D. Powers
CRD 5037008 · Named on Form ADV at one SEC-registered adviser
At a glance
Armstrong Advisory Group Inc., an SEC-registered wealth manager based in Needham, MA with $1.7 billion in regulatory assets, lists Susan D. Powers on its Form ADV as Managing Partner, Financial Advisor, a control person.
Firms and roles
- Armstrong Advisory Group Inc.Managing Partner, Financial AdvisorWealth manager · Needham, MA · $1.7B in regulatory assets
AtlasMembers
Susan’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Leonid BerlineChief Compliance Officer, Armstrong Advisory Group Inc.
- Michael S. ArmstrongPresident / Senior Managing Partner, Armstrong Advisory Group Inc.
- Brendan K. HayesManaging Partner, Financial Advisor, Armstrong Advisory Group Inc.
- Charles ZoddaManaging Partner, Chief Investment Officer, Armstrong Advisory Group Inc.
- Scott E. WilsonManaging Partner. Financial Advisor., Armstrong Advisory Group Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Susan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.