Trust Advisory Group Ltd

Trust Advisory Group Ltd (CRD# 106926) is a financial advisory firm headquartered in Woburn, MA. They manage $126,225,497 in 564 accounts and serve the financial needs of clients across 20 states (or territories).

By the Numbers
  • Total Assets Under Management
    126
    MILLION
  • Total Number of Accounts
    564
    ACCOUNTS
  • Average Account Value
    $223,804
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
  • 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.

CA, CT, FL, GA, IL, MA, MD, ME, MI, MT, NC, NH, NJ, NY, PA, RI, SC, VA, VT, WA

Financial Advisors at Trust Advisory Group Ltd
Showing 1 - 10 of 33 top financial advisors.
1
W W. Gerety
CRD#: 2662678
444 Washington Street, Suite 407, Woburn, MA 01801
96
Wealthminder
score

W Gerety (CRD# 2662678) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Woburn, MA and has over 21 years of experience in the finance industry.

2
Susan M. Lemoine
CRD#: 858856
444 Washington Street, Suite 407, Woburn, MA 01801
96
Wealthminder
score

Susan Lemoine (CRD# 858856) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Woburn, MA and has over 37 years of experience in the finance industry. Susan Lemoine 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.

3
Charles F. Albert
CRD#: 1588365
444 Washington Street, Suite 407, Woburn, MA 01801
93
Wealthminder
score

Charles Albert (CRD# 1588365) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Woburn, MA and has over 8 years of experience in the finance industry.

4
Luigi A. Altieri
CRD#: 4046055
West Newton, MA
93
Wealthminder
score

Luigi Altieri (CRD# 4046055) is an Investment Advisor Representative working at Trust Advisory Group Ltd in West Newton, MA and has over 17 years of experience in the finance industry.

5
Thomas D. Bacon
CRD#: 1957332
Hudson, MA
93
Wealthminder
score

Thomas Bacon (CRD# 1957332) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Hudson, MA and has over 27 years of experience in the finance industry.

6
Peter P. Cahill
CRD#: 2891582
Orange, CT
93
Wealthminder
score

Peter Cahill (CRD# 2891582) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Orange, CT and has over 20 years of experience in the finance industry.

7
Lawrence A. Faretta
CRD#: 1460855
150 Summer Street, Haverhill, MA 01830
93
Wealthminder
score

Lawrence Faretta (CRD# 1460855) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Haverhill, MA and has over 31 years of experience in the finance industry.

8
George R. Gagliardi
CRD#: 5720367
15 Muzzy St, Lexington, MA 02421
93
Wealthminder
score

George Gagliardi (CRD# 5720367) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Lexington, MA and has over 8 years of experience in the finance industry. George Gagliardi 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.

9
Amy L. Gates
CRD#: 2488456
West Warwick, RI
93
Wealthminder
score

Amy Gates (CRD# 2488456) is an Investment Advisor Representative working at Trust Advisory Group Ltd in West Warwick, RI and has over 19 years of experience in the finance industry.

10
Martin D. Gavin
CRD#: 715844
264 North Main Street, Natick, MA 01760
93
Wealthminder
score

Martin Gavin (CRD# 715844) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Natick, MA and has over 37 years of experience in the finance industry.

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