Trustmont Advisory Group, Inc.

Trustmont Advisory Group, Inc. (CRD# 106015) is a financial advisory firm headquartered in Greensburg, PA. They manage $651,155,823 in 2,819 accounts and serve the financial needs of clients across 26 states (or territories).

By the Numbers
  • Total Assets Under Management
    651
    MILLION
  • Total Number of Accounts
    2,819
    ACCOUNTS
  • Average Account Value
    $230,988
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
  • 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, FL, IA, IL, IN, MA, MD, MI, MN, MO, NJ, NY, OH, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Trustmont Advisory Group, Inc.
Showing 1 - 10 of 63 top financial advisors.
1
Lawrence P. Hamilton
CRD#: 1667988
15 Public Square, Suite 306, Wilkes-barre, PA 18701

Lawrence Hamilton (CRD# 1667988) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Wilkes-barre, PA and has over 34 years of experience in the finance industry. Lawrence Hamilton 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
Laura J. Abbott Decarolis
CRD#: 1523919
Scenic Drive Professional Center, 200 Brush Run Road, Suite A, Greensburg, PA 15601

Laura Abbott Decarolis (CRD# 1523919) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Greensburg, PA and has over 35 years of experience in the finance industry. Laura Abbott Decarolis 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
Michelle M. Adelsperger
CRD#: 4700067
Scenic Drive Professional Center, 200 Brush Run Road, Suite A, Greensburg, PA 15601

Michelle Adelsperger (CRD# 4700067) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Greensburg, PA and has over 17 years of experience in the finance industry.

4
Sara S. Alley
CRD#: 2390896
Scenic Drive Professional Center, 200 Brush Run Road, Suite A, Greensburg, PA 15601

Sara Alley (CRD# 2390896) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Greensburg, PA and has over 27 years of experience in the finance industry.

5
Kirk D. Allison
CRD#: 2352356
Scenic Drive Professional Center, 200 Brush Run Road, Suite A, Greensburg, PA 15601

Kirk Allison (CRD# 2352356) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Greensburg, PA and has over 28 years of experience in the finance industry.

6
Benjamin P. Amato
CRD#: 864493
Scenic Drive Professional Center, 200 Brush Run Road, Suite A, Greensburg, PA 15601

Benjamin Amato (CRD# 864493) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Greensburg, PA and has over 23 years of experience in the finance industry.

7
Lynn C. Appelman
CRD#: 1209925
250 Schoolhouse Road, Bloomsburg, PA 17815

Lynn Appelman (CRD# 1209925) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Bloomsburg, PA and has over 37 years of experience in the finance industry. Lynn Appelman 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.

8
James D. Ault
CRD#: 1439447
110 Blackhawk Road, Beaver Falls, PA 15010

James Ault (CRD# 1439447) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Beaver Falls, PA and has over 35 years of experience in the finance industry.

9
Donald J. Barzak
CRD#: 1856590
Scenic Drive Professional Center, 200 Brush Run Road, Suite A, Greensburg, PA 15601

Donald Barzak (CRD# 1856590) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Greensburg, PA and has over 14 years of experience in the finance industry.

10
Simler C. Batcheler
CRD#: 1171511
Scenic Drive Professional Center, 200 Brush Run Road, Suite A, Greensburg, PA 15601

Simler Batcheler (CRD# 1171511) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Greensburg, PA and has over 35 years of experience in the finance industry. Simler Batcheler 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.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.