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Charles Zodda

Armstrong Advisory Group Inc.

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About Charles Zodda

Charles Zodda is an Investment Advisor Representative with Armstrong Advisory Group Inc. Charles is currently registered with the state of Massachusetts and New Hampshire. Charles was previously registered with Securities America, Inc. from 2010 to 2022. Charles has a Series 66, Series 7, and SIE license. Charles specializes in providing financial planning, portfolio management for individuals, and educational seminars. Charles is also a licensed insurance agent and has experience as a radio host and TV analyst. Charles is a volunteer on the Fessenden School Alumni Executive Committee.

Firm Information

Charles Zodda 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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Charles Zodda’s Registration & Firm History

NH

05/31/2022 - Present

Armstrong Advisory Group Inc. (PORTSMOUTH NH)

MA

01/28/2010 - 06/01/2022

SECURITIES AMERICA, INC. (NEEDHAM MA)

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Licenses & Designations

BOTH

Issued 04/22/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/27/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Charles Zodda. Review regulatory record here.
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