Leonid Berline

Employer firm

Armstrong Advisory Group Inc. CRD 318662

$1.67B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2007 → 07/2021
  Winslow, Evans & Crocker, Inc.
  Boston, MA
• 02/2015 → 12/2016
  Winslow Wealth Management, Llc
  Boston, MA
• 12/2016 → 07/2021
  Winslow Wealth Management, Llc
  Boston, MA
• 03/2017 → Present
  B1 Insurance Agency, Llc
  Brookline, MA
• 06/2021 → 02/2022
  National Asset Management, Inc.
  Boca Raton, FL
• 03/2022 → Present
  Armstrong Advisory Group Inc.
  Needham, MA
• 06/2021 → 02/2022
  National Securities Corporation
  Boca Raton, FL

Previous Registrations

• 2021-06-23 → 2022-02-10
  B. Riley Wealth Advisors, Inc.
  Boston, MA
• 2006-08-22 → 2021-07-26
  Winslow, Evans & Crocker, Inc.
  Boston, MA
  Boston, MA
• 2018-01-05 → 2021-07-23
  Winslow Wealth Management Llc
  Boston, MA
• 2012-12-19 → 2017-12-31
  Winslow Wealth Management Llc
  Boston, MA

Other Businesses

1. Starting 03/2017 EMPLOYED AS AN LLC MANAGER , OWNER AND THE AGENT OF "B1 INSURANCE AGENCY, LLC" - PROPERTY AND CASUALTY LICENSED INSURANCE AGENCY. 2. MA NOTARY PUBLIC. AVERAGE TIME SPENT: NATIONAL - 90% / WWM & WFS - NO TIME DEDICATED / B1 - 10% / NOTARY - AS NEEDED

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-08-18
• S63 Uniform Securities Agent State Law Examination
  2001-05-20

Other Names

• Leonid Berline
• Leonid Nmn Berline