AA
CFP
AA
CFP

Adam C Armstrong

9 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningDivorce PlanningEducation PlanningCharitable GivingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
571 advisors
Number of Clients
19,810 clients
Average Client Portfolio
$6.2M average
Assets Under Management
$122.8B

Fee Structure

Financial Planning:Included in AUM fee
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Location

Natick, MA

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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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Employment History
Current Registrations
Cerity Partners LLC
August 2025 - Present · 6 mos
Previous Registrations
Pinnacle Associates, LTD.
December 2024 - August 2025 · 8 mos
Withum Wealth Management
January 2021 - August 2025 · 4 yrs 7 mos
Fisher Investments
November 2012 - January 2017 · 4 yrs 2 mos
AXA Advisors, LLC
February 2012 - June 2012 · 4 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.