Adam Armstrong (CRD# 5814082) is an Investment Advisor Representative working at Withum Wealth Management in Natick, MA and has over 12 years of experience in the finance industry. Adam Armstrong has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Pinnacle Associates, Ltd. | New York, NY | Jan 2024 - Current | < 1 |
Withum Wealth Management | Red Bank, NJ | Aug 2019 - Current | 4 |
Pinnacle Associates, Ltd. | New York, NY | Dec 2017 - Dec 2023 | 6 |
Duco Technologies | New York, NY | Feb 2017 - Dec 2017 | < 1 |
Fisher Investments | Woodside, CA | Jun 2012 - Jan 2017 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2011 |
S65 | NASAA Investment Advisors Law Examination | Dec 2011 |
- MA
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Total Assets Under Management1,580MILLIONS
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Total Number of Accounts1,555ACCOUNTS
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Average Account Value$1,016,391
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, CT, DC, FL, IL, MA, MD, NC, NH, NJ, NY, OH, PA, SC, TX, VA
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