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.
Susan Dawn Powers
- Title
- Managing Partner, Financial Advisorreportedarmstrongadvisory.comfirm site, Sep 15, 2026
- Partner or owner
- “Managing Partner, Financial Advisor”reportedarmstrongadvisory.comthe sentence on the bio page
- Years, as the firm states
- 20reportedarmstrongadvisory.com“Susan joined Armstrong Advisory Group in 2005 and has more than 20 years of experience in the financial services industry.”
- Professional profile
- armstrongadvisory.com/team/susan-powersreportedarmstrongadvisory.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.
- Armstrong Advisory Group Inc. independent RIA currentsince Apr 28, 2022 · Cranston, Ri
- Securities America Advisors, Inc. formerJan 12, 2007 to Jun 1, 2022 · Needham, Ma
- Woodbury Financial Services, Inc. formerJan 4, 2006 to Jan 5, 2007 · Dover, Nh
- Securities America Advisors, Inc. to Armstrong Advisory Group Inc.left Jun 1, 2022, registered Apr 28, 2022 (-34 days) · Affiliated broker-dealer or bank to a newly registered adviser
- Woodbury Financial Services, Inc. to Securities America Advisors, Inc.left Jan 5, 2007, registered Jan 12, 2007 (7 days) · Other
- Susan Dawn Powers left Securities America Advisors, Inc. for Armstrong Advisory Group Inc. (registered 2022-04-28)Jun 1, 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
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address