RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
L••••• B••••••
- Title
- Chief Compliance Officerreportedarmstrongadvisory.comfirm site, Sep 15, 2026
- Years, as the firm states
- 20reportedarmstrongadvisory.com“L••••• is Chief Compliance Officer at Armstrong Advisory Group, bringing nearly 20 years of experience in regulatory compliance and oversight.”
- Professional profile
- armstrongadvisory.com/team/leonid-berlinereportedarmstrongadvisory.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- A•••••••• A••••••• G•••• I••• independent RIA currentsince Apr 28, 2022 · Needham, Ma
- B• R•••• W••••• A•••••••• I••• BD affiliatedJun 23, 2021 to Feb 10, 2022 · Boston, Ma
- W•••••• W••••• M••••••••• L•• formerJan 5, 2018 to Jul 23, 2021 · Boston, Ma
- W•••••• W••••• M••••••••• L•• formerDec 19, 2012 to Dec 31, 2017 · Boston, Ma
- W••••••• E•••• • C••••••• I••• formerAug 22, 2006 to Jul 26, 2021 · Boston, Ma
- B• R•••• W••••• A•••••••• I••• to A•••••••• A••••••• G•••• I•••left Feb 10, 2022, registered Apr 28, 2022 (77 days) · Affiliated broker-dealer or bank to a newly registered adviser
- W••••••• E•••• • C••••••• I••• to W•••••• W••••• M••••••••• L••left Jul 26, 2021, registered Dec 19, 2012 (-3141 days) · channel change inside one enterprise, not a move
- W•••••• W••••• M••••••••• L•• to B• R•••• W••••• A•••••••• I•••left Jul 23, 2021, registered Jun 23, 2021 (-30 days) · RIA to affiliated broker-dealer or bank · moved with a team
- L••••• B•••••• left B• R•••• W••••• A•••••••• I••• for A•••••••• A••••••• G•••• I••• (registered 2022-04-28)Feb 10, 2022 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address