Armstrong Dixon

Armstrong Dixon (CRD# 168345) is a financial advisory firm headquartered in Baltimore, MD. They manage $104,730,793 in 392 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    105
    MILLION
  • Total Number of Accounts
    392
    ACCOUNTS
  • Average Account Value
    $267,170
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DE, FL, MD, NC, NY, PA, TX, VA

Financial Advisors at Armstrong Dixon
Showing 1 - 5 of 5 top financial advisors.
1
Gregory P. Armstrong
CRD#: 4837579
1500 Sulgrave Ave, Baltimore, MD 21209
96
Wealthminder
score

Gregory Armstrong (CRD# 4837579) is an Investment Advisor Representative working at Armstrong Dixon in Baltimore, MD and has over 11 years of experience in the finance industry. Gregory 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.

2
Roy G. Dixon
CRD#: 1512146
Fort Lauderdale, FL
96
Wealthminder
score

Roy Dixon (CRD# 1512146) is an Investment Advisor Representative working at Armstrong Dixon in Fort Lauderdale, FL and has over 31 years of experience in the finance industry. Roy Dixon 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.

3
Schuyler L. Engelhardt
CRD#: 5525159
1500 Sulgrave Ave, Baltimore, MD 21209
92
Wealthminder
score

Schuyler Engelhardt (CRD# 5525159) is an Investment Advisor Representative working at Armstrong Dixon in Baltimore, MD and has over 3 years of experience in the finance industry. Schuyler Engelhardt 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.

4
Shieva Rajaee
CRD#: 5801436
1500 Sulgrave Ave, Baltimore, MD 21209
90
Wealthminder
score

Shieva Rajaee (CRD# 5801436) is an Investment Advisor Representative working at Armstrong Dixon in Baltimore, MD and has over 4 years of experience in the finance industry.

5
Katie A. Flohr
CRD#: 6158775
1500 Sulgrave Ave, Baltimore, MD 21209
87
Wealthminder
score

Katie Flohr (CRD# 6158775) is an Investment Advisor Representative working at Armstrong Dixon in Baltimore, MD and has over 2 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.