Gregory Armstrong has been Managing Member of Ade since August 2013, is a control person of the firm and directly owns between 25% and 50% of it. Gregory Armstrong studied at Salisbury University.
Ade, LLC is a Baltimore, MD firm with $448M under management, 294 clients and 6 advisers in one office, as of its June 2026 filing.
Gregory Armstrong is a founding partner of Armstrong Dixon, based in Baltimore, Maryland. He began his career in 2004 in the financial planning industry and specializes in advanced estate planning strategies, business succession, and investment and retirement planning strategies. Before starting the firm, he was a member of Planning Solutions Group, Lincoln Financial Advisors and New England Securities.
Gregory Armstrong’s longest registration is the current one, 13 years at LPL Financial LLC since 2013. Before joining Ade in 2013, Gregory Armstrong was registered through Planning Solutions Group, LLC and Lincoln Financial Advisors Corporation.
- LPL Financial LLCAlso current– present · 13 yearsBaltimore, MD · Adviser representative and broker · Firm CRD 6413
- Planning Solutions Group, LLC– · 2 yearsFulton, MD · Adviser representative · Firm CRD 154118
- Lincoln Financial Advisors Corporation– · 4 yearsMaple Lawn, MD · Adviser representative · Firm CRD 3978
Professional designations
Listed by Ade
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Gregory Armstrong is registered as an investment adviser representative in Maryland, since August 2013.
- MarylandSince 19 August 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 26 April 2007 |
| Series 65 | Uniform Investment Adviser Law Examination | 12 June 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 8 May 2006 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 30 August 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Gregory Paul Armstrong
- CRD
- 4837579
- Firm
- Ade · CRD 168345
- Role
- Managing Member
- Office
- 1500 SULGRAVE AVE, Baltimore, MD 21209
- Registration
- Investment adviser and broker registrations
- In the industry since
- September 2004
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- armstrongdixon.com
Where does Gregory Armstrong work?
Gregory Armstrong has been Managing Member of Ade, LLC since August 2013, and is a control person of the firm.
Is Gregory Armstrong a financial advisor?
Yes. Gregory Armstrong has a current investment-adviser registration in Maryland, through Ade since August 2013.
How many years of experience does Gregory Armstrong have?
Gregory Armstrong has 22 years in the financial industry, since September 2004, across 4 adviser firms.
What exams has Gregory Armstrong passed?
Gregory Armstrong has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 7. The earliest, the Series 6, was passed in August 2004. FINRA credited Gregory Armstrong with the SIE, which began in October 2018.
Where did Gregory Armstrong work before Ade?
Before Ade, Gregory Armstrong was registered through Lincoln Financial Advisors Corporation, June 2006 to November 2010.
Where is Gregory Armstrong based?
Gregory Armstrong’s registered office is in Baltimore, MD.
Is Gregory Armstrong registered with FINRA?
Yes. Gregory Armstrong has a current broker registration, under CRD 4837579.
Source: FINRA BrokerCheck
Is Gregory Armstrong a CFP?
Ade lists Gregory Armstrong with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Gregory Armstrong’s record?
Search CRD 4837579 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Gregory Armstrong’s full registration record.
