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Susan Dawn Powers

Armstrong Advisory Group Inc.

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About Susan Dawn Powers

Susan Powers is a financial advisor who has been in the industry since 2005. Susan is currently registered with Armstrong Advisory Group Inc. in Massachusetts, Rhode Island, and Texas. Susan holds the Series 66, Series 7, and Series 24 licenses. In addition to her role at Armstrong Advisory Group Inc., Susan also is a licensed insurance agent/producer and a radio host for "The Legal Exchange Show with Todd Lutsky."

Firm Information

Susan Powers 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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Susan Powers’s Registration & Firm History

RI

11/14/2022 - Present

Armstrong Advisory Group Inc. (CRANSTON RI)

MA

01/10/2007 - 06/01/2022

SECURITIES AMERICA, INC. (NEEDHAM MA)

MA

10/06/2005 - 01/05/2007

WOODBURY FINANCIAL SERVICES, INC. (NEEDHAM MA)

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Licenses & Designations

BOTH

Issued 10/17/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/20/2010

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/05/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Susan Dawn Powers.
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