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Gregory Paul Armstrong

Armstrong Dixon

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About Gregory Paul Armstrong

Gregory Armstrong is a financial advisor with Armstrong Dixon, a firm located in Baltimore, Maryland. Gregory has been in the financial services industry since September 2004, and has a strong background in investment management. Gregory holds a variety of licenses and certifications, including Series 6, 7, 63, and 65 licenses, as well as a Certified Financial Planner designation. Gregory specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. Gregory is committed to helping clients achieve their financial goals through personalized and comprehensive financial advice.

Firm Information

Gregory Armstrong is currently registered with Armstrong Dixon. Armstrong Dixon is an investment advisor headquartered in BALTIMORE, MD. They manage approximately $312 million in assets for 876 clients, primarily high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, and pension and profit-sharing plans. They offer financial planning, portfolio management for individuals, selection of other advisors, and pension consulting services. The firm has 5 licensed agents and 6 investment advisor representatives.
Armstrong Dixon

1500 SULGRAVE AVE

BALTIMORE, MD 21209

$312.07M

Assets Under Management

7

Total Clients

5

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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Gregory Armstrong’s Registration & Firm History

MD

08/19/2013 - Present

Armstrong Dixon (BALTIMORE MD)

MD

11/01/2010 - 08/23/2013

TRIAD ADVISORS, INC. (MAPLE LAWN MD)

MD

04/07/2006 - 11/03/2010

LINCOLN FINANCIAL ADVISORS CORPORATION (MAPLE LAWN MD)

NY

08/31/2004 - 04/04/2006

NEW ENGLAND SECURITIES (NEW YORK NY)

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Licenses & Designations

IA

Issued 06/12/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/08/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/26/2007

Series 7 - General Securities Representative Examination

BC

Issued 08/30/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gregory Paul Armstrong.
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