Trust Advisory Group Ltd

Trust Advisory Group Ltd (CRD# 106926) is a financial advisory firm headquartered in Woburn, MA. They manage $407,743,001 in 1,575 accounts and serve the financial needs of clients across 30 states (or territories).

Current Firm Details
444 Washington Street, Suite 407, Woburn, MA 01801
https://www.advantagewealthsolutions.com/
By the Numbers
  • Total Assets Under Management
    408
    MILLION
  • Total Number of Accounts
    1,575
    ACCOUNTS
  • Average Account Value
    $258,884
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, MA, MD, ME, MI, MT, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI

Financial Advisors at Trust Advisory Group Ltd
Showing 1 - 10 of 52 top financial advisors.
1
Luigi Altieri, financial advisor West Newton MA
Luigi A. Altieri
CRD#: 4046055
West Newton, MA

Luigi Altieri (CRD# 4046055) is an Investment Advisor Representative working at Trust Advisory Group Ltd in West Newton, MA and has over 20 years of experience in the finance industry.

2
Thomas Bacon, financial advisor Hudson MA
Thomas D. Bacon
CRD#: 1957332
Hudson, MA

Thomas Bacon (CRD# 1957332) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Hudson, MA and has over 30 years of experience in the finance industry.

3
Patrick Barrett, financial advisor Weymouth MA
Patrick J. Barrett
CRD#: 3157009
1109 Washington Street, Weymouth, MA 02189

Patrick Barrett (CRD# 3157009) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Weymouth, MA and has over 21 years of experience in the finance industry. Patrick Barrett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Ronald Birnbaum, financial advisor Neton MA
Ronald D. Birnbaum
CRD#: 2382580
One Gateway Center Suite 350, Neton, MA 02458

Ronald Birnbaum (CRD# 2382580) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Neton, MA and has over 27 years of experience in the finance industry.

5
John Cadigan, financial advisor Woburn MA
John R. Cadigan
CRD#: 1321127
444 Washington Street, Suite 407, Woburn, MA 01801

John Cadigan (CRD# 1321127) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Woburn, MA and has over 35 years of experience in the finance industry.

6
Peter Cahill, financial advisor Cos Cob CT
Peter P. Cahill
CRD#: 2891582
13 Gregory Road, Cos Cob, CT 06807

Peter Cahill (CRD# 2891582) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Cos Cob, CT and has over 23 years of experience in the finance industry.

7
Wilder Carnes, financial advisor Westport CT
Wilder D. Carnes
CRD#: 2891466
Westport, CT

Wilder Carnes (CRD# 2891466) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Westport, CT and has over 23 years of experience in the finance industry.

8
Eugene Cindrich, financial advisor Woburn MA
Eugene T. Cindrich
CRD#: 2444041
444 Washington Street, Suite 407, Woburn, MA 01801

Eugene Cindrich (CRD# 2444041) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Woburn, MA and has over 26 years of experience in the finance industry.

9
Amy Clayton, financial advisor Westport CT
Amy E. Clayton
CRD#: 1241917
88 Post Road West 3rd Floor, Westport, CT 06880

Amy Clayton (CRD# 1241917) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Westport, CT and has over 36 years of experience in the finance industry.

10
Renard Defilippo, financial advisor Ronkonkoma NY
Renard J. Defilippo
CRD#: 1946146
Ronkonkoma, NY

Renard Defilippo (CRD# 1946146) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Ronkonkoma, NY and has over 26 years of experience in the finance industry.

1 2 3 4 5 ... Next

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals