Trust Advisory Group Ltd

Trust Advisory Group Ltd (CRD# 106926) is a financial advisory firm headquartered in Woburn, MA. They manage $146,503,111 in 880 accounts and serve the financial needs of clients across 25 states (or territories).

By the Numbers
  • Total Assets Under Management
    147
    MILLION
  • Total Number of Accounts
    880
    ACCOUNTS
  • Average Account Value
    $166,481
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.

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

Financial Advisors at Trust Advisory Group Ltd
Showing 1 - 10 of 53 top financial advisors.
1
George R. Gagliardi
CRD#: 5720367
15 Muzzy St, Lexington, MA 02421
96
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.

2
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 22 years of experience in the finance industry.

3
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.

4
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.

5
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 18 years of experience in the finance industry.

6
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 28 years of experience in the finance industry.

7
Michael J. Burwick
CRD#: 4885553
444 Washington Street, Suite 407, Woburn, MA 01801
93
Wealthminder
score

Michael Burwick (CRD# 4885553) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Woburn, MA and has over 13 years of experience in the finance industry.

8
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.

9
Renard J. Defilippo
CRD#: 1946146
Saint James, NY
93
Wealthminder
score

Renard Defilippo (CRD# 1946146) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Saint James, NY and has over 24 years of experience in the finance industry.

10
Thomas M. Dolan
CRD#: 1267416
2130 Headquarters Plaza, East Tower 2nd Floor, Morristown, NJ 07960
93
Wealthminder
score

Thomas Dolan (CRD# 1267416) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Morristown, NJ and has over 33 years of experience in the finance industry.

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