linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Sterritt Armstrong

Charles Schwab & CO., Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Sterritt? Claim Your Profile

About Sterritt Armstrong

Sterritt Armstrong is a financial advisor with Charles Schwab & CO., Inc. in Germantown, Tennessee. Sterritt has over 18 years of experience in the financial services industry. Sterritt is registered to provide investment advice in Arkansas, Kentucky, Mississippi, Missouri, Oklahoma, Tennessee, and Texas.

Firm Information

Sterritt Armstrong is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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.

check

fixed fees

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

check

other

Asset based fees for wrap pgrms & subsc pricing for fin planning

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Sterritt Armstrong’s Registration & Firm History

TN

06/06/2022 - Present

Charles Schwab & CO., Inc. (Germantown TN)

TN

06/05/2022 - 07/29/2024

TD AMERITRADE, INC. (Germantown TN)

TN

01/21/2015 - 06/19/2020

SUNTRUST ROBINSON HUMPHREY, INC. (MEMPHIS TN)

MN

09/12/2013 - 12/02/2014

CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)

TN

12/24/2010 - 01/04/2012

PFS INVESTMENTS INC. (MEMPHIS TN)

FL

02/27/2006 - 01/05/2009

SUNTRUST INVESTMENT SERVICES, INC. (MIAMI FL)

MA

01/17/2003 - 07/30/2004

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

NJ

08/07/2001 - 12/18/2002

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)

TN

06/22/1999 - 05/30/2001

MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)

Not sure if Sterritt Armstrong is right for you?

Licenses & Designations

IA

Issued 01/21/2022

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 10/27/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/07/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/21/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Sterritt Armstrong.
Not sure if Sterritt Armstrong is right for you?