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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

ARMSTRONG ADVISORY GROUP INC.

CRD 318662

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:4c7913e8-f7aa-4c2d-4c3f-68c6d2a64d07

Data as of Jul 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 24
Dated events: 8
On other graphs: 0
Observed: Mar 9, 2022 to Jul 10, 2026
47 observations

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

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.7BItem 5.F on the latest filing (2026-07-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.7B
Private client RAUM: $1.7BderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 14
RAUM per advisor: $119Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 22
Advisory employees: 10
Offices: 11Schedule D 1.F, beyond the principal office
Accounts: 4,071
Individual clients: 748
High net worth clients: 741
Custody, client assets: $1.2B
SEC number: 801-123659
CRD: 318662
Filings on the tape: 47
First filed: Mar 9, 2022
Latest filed: Jul 10, 2026
Organised: Corporation, MA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Leonid Berline	n/a	NEEDHAM, MA	4	25	4	no
SUSAN DAWN POWERS	n/a	CRANSTON, RI \| NEEDHAM, MA	4	20	2	no
Andrew Rudolph Haff	Certified Financial Planner	NEEDHAM, MA \| PORTSMOUTH, NH	4	11	1	no
SCOTT EVERETT WILSON	n/a	Bedford, NH \| NEEDHAM, MA	4	21	4	no
BRENDAN KEVIN HAYES	n/a	NEEDHAM, MA	4	24	1	no
CHARLES ZODDA	n/a	NEEDHAM, MA \| PORTSMOUTH, NH	4	16	1	no
PAUL MICHAEL LANE	Certified Financial Planner	NEEDHAM, MA \| Cranston, RI	4	13	3	no
MICHAEL SARGENT ARMSTRONG	n/a	Portsmouth, NH \| NEEDHAM, MA	4	13	1	no
MARC ALAN FANDETTI	Certified Financial Planner\|Chartered Financial Analyst	NEEDHAM, MA	4	28	2	no
Matthew Ryan Sczurek	Certified Financial Planner	Wallingford, CT	3	10	1	no
Cash Patterson Armstrong	Certified Financial Planner	NEEDHAM, MA	2	10	n/a	no
Michael Richard Bradley	n/a	Needham, MA	2	18	n/a	no
MICHELE CHRISTINE CROPLEY	n/a	Needham, MA	1	27	n/a	no
William Kurtz O'Connor	n/a	NEEDHAM, MA	0	10	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ARMSTRONG, MICHAEL, SARGENT	PRESIDENT / SENIOR MANAGING PARTNER	D	yes	02/2022	Jul 10, 2026	Jul 10, 2026
Berline, Leonid	CHIEF COMPLIANCE OFFICER	Na	yes	02/2022	Jul 10, 2026	Jul 10, 2026
HAYES, BRENDAN, KEVIN	MANAGING PARTNER, FINANCIAL ADVISOR	B	yes	02/2022	Jul 10, 2026	Jul 10, 2026
POWERS, SUSAN, DAWN	MANAGING PARTNER, FINANCIAL ADVISOR	B	yes	02/2022	Jul 10, 2026	Jul 10, 2026
WILSON, SCOTT, EVERETT	MANAGING PARTNER. FINANCIAL ADVISOR.	Na	yes	01/2024	Jul 10, 2026	Jul 10, 2026
ZODDA, CHARLES	MANAGING PARTNER, CHIEF INVESTMENT OFFICER	B	yes	02/2022	Jul 10, 2026	Jul 10, 2026

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ARMSTRONG INSURANCE GROUP, INC.	n/a	n/a	n/a	Y	yes	n/a
B1 INSURANCE AGENCY, LLC	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Bedford	Nh	United States	2	no
PORTSMOUTH (NEWINGTON)	Nh	United States	2	no
Wallingford	Ct	United States	1	no
Braintree	Ma	United States	1	no
Hyannis	Ma	United States	1	no
Longmeadow	Ma	United States	1	no
Westboro	Ma	United States	1	no
Woburn	Ma	United States	1	no
Portland	Me	United States	1	no
Portland	Me	United States	1	no
Cranston	Ri	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 4 of 6

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 4, 2026	$1.7B	$1.7B	22	10	12	n/a	n/a
2024	Apr 10, 2025	$1.4B	$1.4B	22	10	12	n/a	n/a
2023	Feb 8, 2024	$1.2B	$1.2B	22	10	9	n/a	n/a
2022	Jan 31, 2023	$1.0B	$1.0B	25	11	9	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	1	0	7.1%	0	1	0	1	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.7B	$1.4B	16.0%	$1.0B	17.8%	22	22	11	12

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
SECURITIES AMERICA ADVISORS, INC.	7	Jun 1, 2022	May 3, 2022	NEEDHAM, MA	Team lift out	Ibd to new firm	0.4%

Relationships

Registered with (17)

← William Kurtz O'ConnorAdvisorregistration: current employment
Dec 10, 2025 to presentfactForm ADV
← MICHELE CHRISTINE CROPLEYAdvisorregistration: current employment
Feb 20, 2025 to presentfactForm ADV
← Michael Richard BradleyAdvisorregistration: current employment
Aug 5, 2024 to presentfactForm ADV
← Cash Patterson ArmstrongAdvisorregistration: current employment
May 1, 2024 to presentfactForm ADV
← Matthew Ryan SczurekAdvisorregistration: current employment
Aug 2, 2023 to presentfactForm ADV
← MARC ALAN FANDETTIAdvisorregistration: current employment
May 16, 2022 to presentfactForm ADV
← BRENDAN KEVIN HAYESAdvisorregistration: current employment
May 3, 2022 to presentfactForm ADV
← CHARLES ZODDAAdvisorregistration: current employment
May 3, 2022 to presentfactForm ADV
← PAUL MICHAEL LANEAdvisorregistration: current employment
May 3, 2022 to presentfactForm ADV
← MICHAEL SARGENT ARMSTRONGAdvisorregistration: current employment
May 3, 2022 to presentfactForm ADV
← SCOTT EVERETT WILSONAdvisorregistration: current employment
Apr 29, 2022 to presentfactForm ADV
← Leonid BerlineAdvisorregistration: current employment
Apr 28, 2022 to presentfactForm ADV
← SUSAN DAWN POWERSAdvisorregistration: current employment
Apr 28, 2022 to presentfactForm ADV
← Andrew Rudolph HaffAdvisorregistration: current employment
Apr 28, 2022 to presentfactForm ADV
← MARK STUART SCHAFFERAdvisorregistration: previous registration
May 3, 2022 to Jul 3, 2026factForm ADV
← LISA FAITH VAILLANCOURTAdvisorregistration: previous registration
Apr 28, 2022 to Jan 17, 2024factForm ADV
← DANIEL YUSUPAdvisorregistration: previous registration
May 25, 2022 to Aug 13, 2022factForm ADV

Controls (6)

← Berline, LeonidOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 9, 2022 to Oct 9, 2024factForm ADV
← HAYES, BRENDAN, KEVINOwnerMANAGING PARTNER, FINANCIAL ADVISOR, ownership code B, individual
Mar 9, 2022 to Oct 9, 2024factForm ADV
← WILSON, SCOTT, EVERETTOwnerMANAGING PARTNER. FINANCIAL ADVISOR., ownership code NA, individual
Feb 8, 2024 to Oct 9, 2024factForm ADV
← POWERS, SUSAN, DAWNOwnerMANAGING PARTNER, FINANCIAL ADVISOR, ownership code B, individual
Mar 9, 2022 to Oct 9, 2024factForm ADV
← ZODDA, CHARLESOwnerMANAGING PARTNER, CHIEF INVESTMENT OFFICER, ownership code B, individual
Mar 9, 2022 to Oct 9, 2024factForm ADV
← ARMSTRONG, MICHAEL, SARGENTOwnerPRESIDENT / SENIOR MANAGING PARTNER, ownership code D, individual
Mar 9, 2022 to Oct 9, 2024factForm ADV

Moved with (1)

← SECURITIES AMERICA ADVISORS, INC.Registered adviser7 advisors, team lift out
Jun 1, 2022 to May 3, 2022factForm ADV

Dated events

Occurred
Jul 3, 2026
Advisor changed firm
Mark Stuart Schaffer left Armstrong Advisory Group Inc. for Madison Partners (registered 2026-08-14)
Form ADVobserved 6 days ago
Occurred
Feb 8, 2024
Control person joined
Everett Scott Wilson (Managing Partner. Financial Advisor.) appeared on Schedule A of Armstrong Advisory Group Inc.
Form ADVobserved 6 days ago
Occurred
Jan 17, 2024
Advisor changed firm
Lisa Faith Vaillancourt left Armstrong Advisory Group Inc. for Lpl Financial Llc (registered 2024-01-24)
Form ADVobserved 6 days ago
Occurred
Aug 13, 2022
Advisor changed firm
Daniel Yusup left Armstrong Advisory Group Inc. for Strategic Advisers Llc (registered 2024-06-10)
Form ADVobserved 6 days ago
Occurred
Aug 11, 2022
Regulatory AUM changed
Armstrong Advisory Group Inc. reported RAUM $889.1M, up 50% from $594.1M (2022-08-08 to 2022-08-11)
Form ADVobserved 6 days ago
$295M
Occurred
Jul 18, 2022
Regulatory AUM changed
Armstrong Advisory Group Inc. reported RAUM $594.1M, up 234% from $177.8M (2022-06-28 to 2022-07-18)
Form ADVobserved 6 days ago
$416M
Occurred
Jun 1, 2022
Team lift-out
7 advisors left Securities America Advisors, Inc. (Needham, MA) for Armstrong Advisory Group Inc. within 2 days
Form ADVobserved 6 days ago
7 advisors
Occurred
Mar 9, 2022
First Form ADV filing
Armstrong Advisory Group Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4c7913e8-f7aa-4c2d-4c3f-68c6d2a64d07
First observed: Mar 9, 2022
Last observed: Jul 10, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds 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.

ARMSTRONG ADVISORY GROUP INC.

CRD 318662

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:4c7913e8-f7aa-4c2d-4c3f-68c6d2a64d07

Data as of Jul 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:45 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Leonid Berline

n/a

NEEDHAM, MA

SUSAN DAWN POWERS

n/a

CRANSTON, RI | NEEDHAM, MA

Andrew Rudolph Haff

Certified Financial Planner

NEEDHAM, MA | PORTSMOUTH, NH

SCOTT EVERETT WILSON

n/a

Bedford, NH | NEEDHAM, MA

BRENDAN KEVIN HAYES

n/a

NEEDHAM, MA

CHARLES ZODDA

n/a

NEEDHAM, MA | PORTSMOUTH, NH

PAUL MICHAEL LANE

Certified Financial Planner

NEEDHAM, MA | Cranston, RI

MICHAEL SARGENT ARMSTRONG

n/a

Portsmouth, NH | NEEDHAM, MA

MARC ALAN FANDETTI

Certified Financial Planner|Chartered Financial Analyst

NEEDHAM, MA

Matthew Ryan Sczurek

Certified Financial Planner

Wallingford, CT

Cash Patterson Armstrong

Certified Financial Planner

NEEDHAM, MA

n/a

Michael Richard Bradley

n/a

Needham, MA

n/a

MICHELE CHRISTINE CROPLEY

n/a

Needham, MA

n/a

William Kurtz O'Connor

n/a

NEEDHAM, MA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ARMSTRONG, MICHAEL, SARGENT

PRESIDENT / SENIOR MANAGING PARTNER

yes

02/2022

Jul 10, 2026

Berline, Leonid

CHIEF COMPLIANCE OFFICER

yes

02/2022

Jul 10, 2026

HAYES, BRENDAN, KEVIN

MANAGING PARTNER, FINANCIAL ADVISOR

yes

02/2022

Jul 10, 2026

POWERS, SUSAN, DAWN

MANAGING PARTNER, FINANCIAL ADVISOR

yes

02/2022

Jul 10, 2026

WILSON, SCOTT, EVERETT

MANAGING PARTNER. FINANCIAL ADVISOR.

yes

01/2024

Jul 10, 2026

ZODDA, CHARLES

MANAGING PARTNER, CHIEF INVESTMENT OFFICER

yes

02/2022

Jul 10, 2026

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ARMSTRONG INSURANCE GROUP, INC.

n/a

yes

n/a

B1 INSURANCE AGENCY, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Bedford

United States

PORTSMOUTH (NEWINGTON)

United States

Wallingford

United States

Braintree

United States

Hyannis

United States

Longmeadow

United States

Westboro

United States

Woburn

United States

Portland

United States

Portland

United States

Cranston

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 4, 2026

$1.7B

n/a

2024

Apr 10, 2025

$1.4B

n/a

2023

Feb 8, 2024

$1.2B

n/a

2022

Jan 31, 2023

$1.0B

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

7.1%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.7B

$1.4B

16.0%

$1.0B

17.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

SECURITIES AMERICA ADVISORS, INC.

Jun 1, 2022

May 3, 2022

NEEDHAM, MA

Team lift out

Ibd to new firm

0.4%