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RIA / WealthAdvisor25 years in industry

Leonid Berline

Advisor at ARMSTRONG ADVISORY GROUP INC.

NEEDHAM, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:27b8189e-e512-ceaf-0030-713397248153

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Aug 22, 2006 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ARMSTRONG ADVISORY GROUP INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 20, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: May 20, 2001
First registration: Aug 22, 2006
Dual registered: no
Other names: LEONID BERLINE|LEONID NMN BERLINE
IAPD individual key: 3027633

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ARMSTRONG ADVISORY GROUP INC.	Independent wealth	Apr 28, 2022	n/a	yes	NEEDHAM, MA	Current employment
B. RILEY WEALTH ADVISORS, INC.	Bd affiliated wealth	Jun 23, 2021	Feb 10, 2022	no	BOSTON, MA	Previous registration
WINSLOW WEALTH MANAGEMENT LLC	Former SEC adviser	Jan 5, 2018	Jul 23, 2021	no	BOSTON, MA	Previous registration
WINSLOW WEALTH MANAGEMENT LLC	Former SEC adviser	Dec 19, 2012	Dec 31, 2017	no	BOSTON, MA	Previous registration
WINSLOW, EVANS & CROCKER, INC.	Former SEC adviser	Aug 22, 2006	Jul 26, 2021	no	BOSTON, MA\|BOSTON, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
B. RILEY WEALTH ADVISORS, INC.	ARMSTRONG ADVISORY GROUP INC.	Feb 10, 2022	Apr 28, 2022	77	Firm change	Ibd to new firm
WINSLOW, EVANS & CROCKER, INC.	WINSLOW WEALTH MANAGEMENT LLC	Jul 26, 2021	Dec 19, 2012	-3,141	Channel change	Other
WINSLOW WEALTH MANAGEMENT LLC	B. RILEY WEALTH ADVISORS, INC.	Jul 23, 2021	Jun 23, 2021	-30	Firm change	RIA to ibd

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
166196:115927:MA:2021-07-22	Jul 23, 2021	Jun 23, 2021	BOSTON, MA	Firm change

Relationships

Registered with (4)

→ ARMSTRONG ADVISORY GROUP INC.Registered adviserregistration: current employment
Apr 28, 2022 to presentfactForm ADV
→ B. RILEY WEALTH ADVISORS, INC.Registered adviserregistration: previous registration
Jun 23, 2021 to Feb 10, 2022factForm ADV
→ WINSLOW, EVANS & CROCKER, INC.Registered adviserregistration: previous registration
Aug 22, 2006 to Jul 26, 2021factForm ADV
→ WINSLOW WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Jan 5, 2018 to Jul 23, 2021factForm ADV

Dated events

Occurred
Feb 10, 2022
Advisor changed firm
Leonid Berline left B. Riley Wealth Advisors, Inc. for Armstrong Advisory Group Inc. (registered 2022-04-28)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:27b8189e-e512-ceaf-0030-713397248153
First observed: Aug 22, 2006
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Leonid Berline

Advisor at ARMSTRONG ADVISORY GROUP INC.

NEEDHAM, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:27b8189e-e512-ceaf-0030-713397248153

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:56 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

ARMSTRONG ADVISORY GROUP INC.

Independent wealth

Apr 28, 2022

n/a

yes

NEEDHAM, MA

Current employment

B. RILEY WEALTH ADVISORS, INC.

Bd affiliated wealth

Jun 23, 2021

Feb 10, 2022

BOSTON, MA

Previous registration

WINSLOW WEALTH MANAGEMENT LLC

Former SEC adviser

Jan 5, 2018

Jul 23, 2021

BOSTON, MA

Previous registration

WINSLOW WEALTH MANAGEMENT LLC

Former SEC adviser

Dec 19, 2012

Dec 31, 2017

BOSTON, MA

Previous registration

WINSLOW, EVANS & CROCKER, INC.

Former SEC adviser

Aug 22, 2006

Jul 26, 2021

BOSTON, MA|BOSTON, MA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

B. RILEY WEALTH ADVISORS, INC.

ARMSTRONG ADVISORY GROUP INC.

Feb 10, 2022

Apr 28, 2022

Firm change

Ibd to new firm

WINSLOW, EVANS & CROCKER, INC.

WINSLOW WEALTH MANAGEMENT LLC

Jul 26, 2021

Dec 19, 2012

-3,141

Channel change

Other

WINSLOW WEALTH MANAGEMENT LLC

B. RILEY WEALTH ADVISORS, INC.

Jul 23, 2021

Jun 23, 2021

-30

Firm change

RIA to ibd

Team

Left

Joined

From

Kind

166196:115927:MA:2021-07-22

Jul 23, 2021

Jun 23, 2021

BOSTON, MA

Firm change