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Andrew Rudolph Haff

Armstrong Advisory Group Inc.

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About Andrew Rudolph Haff

Andrew Rudolph Haff is an active investment advisor representative, registered in Massachusetts and New Hampshire. Andrew has been in the industry since March 2016, and has a strong background in finance, having earned a Bachelor of Arts degree in Economics from Lafayette College in 2015. Andrew is a Certified Financial Planner and currently works at Armstrong Advisory Group Inc., where he specializes in providing financial planning, portfolio management, and educational seminars to individuals, corporations, and charitable organizations. His expertise spans a variety of investment vehicles, including mutual funds, ETFs, and individual stocks. Andrew's primary focus is on building strong client relationships and helping them achieve their financial goals.

Firm Information

Andrew Haff is currently registered with Armstrong Advisory Group Inc.. Armstrong Advisory Group Inc. is an investment advisor registered with the SEC, located in NEEDHAM, MA, United States. They provide financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations. They manage approximately $1 billion - $10 billion in assets and have a wrap fee program available for their clients.
Armstrong Advisory Group Inc.

144 GOULD STREET

NEEDHAM, MA 02494

$1.22B

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Haff’s Registration & Firm History

MA

05/25/2022 - Present

Armstrong Advisory Group Inc. (NEEDHAM MA)

MA

11/09/2021 - 06/01/2022

SECURITIES AMERICA, INC. (NEEDHAM MA)

TN

03/10/2016 - 01/05/2021

JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)

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Licenses & Designations

BC

Issued 03/31/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/28/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/10/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Rudolph Haff.
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