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Scott Wilson

Armstrong Advisory Group INC.
20 Years of Experience
Bedford, NH
Sells Insurance
View SEC Summary
View SEC Summary

Scott Wilson is a registered investment advisor at Armstrong Advisory Group INC., based in Bedford, NH, with 20 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 2 more. Their firm serves 1,494 clients with $1.7B in assets under management.

Armstrong Advisory Group INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
1,494 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$400K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $3.5M1.00%
$3.5M - $5.0M0.75%
$5M+0.50%

Default annual rates shown. Negotiable rates may apply. Fees are billed monthly in arrears based on average daily market value.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3 Executive Park Dr, Suite 201, Bedford, NH, 03110

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Scott is a licensed insurance agent/producer since 2018, selling insurance products. He dedicates minimal time to this activity.

Employment History
Current Registrations
Armstrong Advisory Group INC.
April 2022 - Present · 4 yrs 6 mos
Previous Registrations
Securities America Advisors, INC.
April 2018 - June 2022 · 4 yrs 2 mos
Securities America, INC.Broker
March 2018 - June 2022 · 4 yrs 3 mos
Morgan Stanley
September 2013 - March 2018 · 4 yrs 6 mos
Morgan StanleyBroker
September 2013 - March 2018 · 4 yrs 6 mos
LPL Financial LLC
December 2011 - May 2013 · 1 yr 5 mos
LPL Financial LLCBroker
December 2011 - May 2013 · 1 yr 5 mos
Ameriprise Financial Services, INC.
August 2005 - December 2011 · 6 yrs 4 mos
Ameriprise Financial Services, INC.Broker
July 2005 - December 2011 · 6 yrs 5 mos
Ids Life Insurance CompanyBroker
July 2005 - July 2006 · 1 yr
State Registrations3 states
MANHTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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