Theodore Carter Armstrong

Employer firm

Br Wealth Management CRD 307546

$329M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• 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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Boise, ID
• 11/2016 → 06/2023
  Wells Fargo Clearing Services, Llc
  Boise, ID
• 06/2023 → Present
  Br Wealth Management
  Boise, ID
• 06/2023 → Present
  Private Client Services, Llc
  Boise, ID

Previous Registrations

• 2006-08-11 → 2023-06-21
  Wells Fargo Clearing Services, Llc
  Boise, ID
• 2000-11-24 → 2006-08-16
  Citigroup Global Markets Inc.
  Boise, ID
  Boise, ID

Other Businesses

1) BR Wealth Management. 380 E Parkcenter Blvd, Ste 205, Boise, ID 83706. RIA. 150 hrs/mo; 150 during trading hrs. 2) Trustee of Mother's (Elinor P Fisher) Revocable Trust. 42 S Mesa Vista Dr, Boise, ID 83705. Revocable Trust. Trustee. 2 hrs/mo; 1 during trading hrs. 3) Trustee of Brother's (Russell Armstrong) Trust. 42 S Mesa Vista Dr, Boise, ID 83705. Trustee. 2 hrs/mo; 1 during trading hrs.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-11-08
• S63 Uniform Securities Agent State Law Examination
  1993-02-06

Other Names

• Ted Armstrong