# ARMSTRONG ADVISORY GROUP INC.

ARMSTRONG ADVISORY GROUP INC. of NEEDHAM, MA is an SEC-registered investment adviser.

## Registration

- CRD: 318662
- Type: SEC-registered investment adviser
- SEC file number: 801-123659
- Location: 144 GOULD STREET, SUITE 210, NEEDHAM, MA, 02494
- Phone: (781) 433-0001
- Latest filing: 2026-07-10
- Regulatory AUM: $1.7B
- Discretionary AUM: $1.7B
- Non-discretionary AUM: $3.1M
- Clients: 22
- Accounts: 4,071

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| Leonid Berline | CHIEF COMPLIANCE OFFICER | Needham, MA |
| Michael Sargent Armstrong | PRESIDENT / SENIOR MANAGING PARTNER | — |
| Susan Dawn Powers | MANAGING PARTNER, FINANCIAL ADVISOR | — |
| Brendan Kevin Hayes | MANAGING PARTNER, FINANCIAL ADVISOR | — |
| Charles Zodda | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | — |
| Scott Everett Wilson | MANAGING PARTNER. FINANCIAL ADVISOR. | — |
| HAYES DANIEL KEVIN | MANAGING PARTNER, FINANCIAL ADVISOR | — |
| BERLINE LEONID | CHIEF COMPLIANCE OFFICER | — |
| ARMSTRONG MICHAEL SARGENT | PRESIDENT / SENIOR MANAGING PARTNER | — |
| POWERS SUSAN DAWN | MANAGING PARTNER, FINANCIAL ADVISOR | — |
| ZODDA CHARLES | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | — |
| WILSON SCOTT EVERETT | MANAGING PARTNER. FINANCIAL ADVISOR. | — |


## Branch offices (11)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| BEDFORD | NH | 2 | (781) 433-0001 |
| PORTSMOUTH (NEWINGTON) | NH | 2 | (781) 433-0001 |
| PORTLAND | ME | 1 | 7814330001 |
| WESTBORO | MA | 1 | (781) 433-0001 |
| WOBURN | MA | 1 | (781) 433-0001 |
| HYANNIS | MA | 1 | (781) 433-0001 |
| WALLINGFORD | CT | 1 | (781) 433-0001 |
| CRANSTON | RI | 1 | (781) 433-0001 |
| BRAINTREE | MA | 1 | (781) 433-0001 |
| LONGMEADOW | MA | 1 | (781) 433-0001 |
| PORTLAND | ME | 1 | 7814330001 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/318662/brochure
- Similar advisers: https://search.stillhousedata.com/firm/318662/similar
- Related entities: https://search.stillhousedata.com/firm/318662/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/318662

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.