Armstrong Dixon

Armstrong Dixon (CRD# 168345) is a financial advisory firm headquartered in Baltimore, MD. They manage $148,550,380 in 618 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    149
    MILLION
  • Total Number of Accounts
    618
    ACCOUNTS
  • Average Account Value
    $240,373
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, NY, PA, TX, VA

Financial Advisors at Armstrong Dixon
Showing 1 - 7 of 7 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 12 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
Joe Breslin
CRD#: 5179207
1500 Sulgrave Ave, Baltimore, MD 21209
96
Wealthminder
score

Joe Breslin (CRD# 5179207) is an Investment Advisor Representative working at Armstrong Dixon in Baltimore, MD and has over 10 years of experience in the finance industry. Joe Breslin 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
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 32 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.

4
Schuyler L. Engelhardt
CRD#: 5525159
1500 Sulgrave Ave, Baltimore, MD 21209
93
Wealthminder
score

Schuyler Engelhardt (CRD# 5525159) is an Investment Advisor Representative working at Armstrong Dixon in Baltimore, MD and has over 4 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.

5
Colin B. Exelby
CRD#: 2928099
29 W. Susquehanna Ave. Suite 710, Towson, MD 21204
93
Wealthminder
score

Colin Exelby (CRD# 2928099) is an Investment Advisor Representative working at Armstrong Dixon in Towson, MD and has over 17 years of experience in the finance industry.

6
Katie A. Flohr
CRD#: 6158775
1500 Sulgrave Ave, Baltimore, MD 21209
89
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.

7
Troy A. Cook
CRD#: 6121171
1500 Sulgrave Ave, Baltimore, MD 21209
87
Wealthminder
score

Troy Cook (CRD# 6121171) is an Investment Advisor Representative working at Armstrong Dixon in Baltimore, MD and has 1 year of experience in the finance industry.

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