Trustmont Advisory Group, Inc.

Trustmont Advisory Group, Inc. (CRD# 106015) is a financial advisory firm headquartered in Greensburg, PA. They manage $439,000,000 in 4,300 accounts and serve the financial needs of clients across 21 states (or territories).

By the Numbers
  • Total Assets Under Management
    439
    MILLION
  • Total Number of Accounts
    4,300
    ACCOUNTS
  • Average Account Value
    $102,093
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
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, IL, IN, MA, MI, MN, MO, NJ, NY, OH, PA, SC, TN, TX, UT, VA, VT

Financial Advisors at Trustmont Advisory Group, Inc.
Showing 1 - 10 of 73 top financial advisors.
1
Joseph J. Passaro
CRD#: 1621256
13191 Starkey Rd, Suite 3, Largo, FL 33773
100
Wealthminder
score
Joseph Passaro (CRD# 1621256) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Largo, FL and has over 29 years of experience in the finance industry.
2
Laura J. Abbott Decarolis
CRD#: 1523919
4099 William Penn Highway, Jonnet Building, Suite 303, Monroeville, PA 15146
96
Wealthminder
score

Laura Abbott Decarolis (CRD# 1523919) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Monroeville, PA and has over 30 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
Lynn C. Appelman
CRD#: 1209925
250 Schoolhouse Road, Bloomsburg, PA 17815
96
Wealthminder
score

Lynn Appelman (CRD# 1209925) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Bloomsburg, PA and has over 33 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.

4
Simler C. Batcheler
CRD#: 1171511
Allison Park, PA
96
Wealthminder
score

Simler Batcheler (CRD# 1171511) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Allison Park, PA and has over 30 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.

5
Elaine R. Bohatch
CRD#: 1451083
Commercial Bank & Trust Of Pa, 19 North Main St, Greensburg, PA 15601
96
Wealthminder
score

Elaine Bohatch (CRD# 1451083) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Greensburg, PA and has over 20 years of experience in the finance industry. Elaine Bohatch 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.

6
John C. Cardwell
CRD#: 40374
Scenic Drive Professional Center, 200 Brush Run Road, Suite A, Greensburg, PA 15601
96
Wealthminder
score

John Cardwell (CRD# 40374) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Greensburg, PA and has over 24 years of experience in the finance industry.

7
Alissa L. Conklin
CRD#: 3262147
250 Schoolhouse Rd, Bloomsburg, PA 17815
96
Wealthminder
score

Alissa Conklin (CRD# 3262147) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Bloomsburg, PA and has over 16 years of experience in the finance industry.

8
Robert J. Deangelo
CRD#: 1130295
Pittsburgh, PA
96
Wealthminder
score

Robert Deangelo (CRD# 1130295) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Pittsburgh, PA and has over 32 years of experience in the finance industry.

9
James S. Emanuel
CRD#: 1057430
Scenic Drive Professional Center, 200 Brush Run Road, Suite A, Greensburg, PA 15601
96
Wealthminder
score

James Emanuel (CRD# 1057430) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Greensburg, PA and has over 34 years of experience in the finance industry.

10
James E. Harper
CRD#: 1137830
Scenic Drive Professional Center, 200 Brush Run Road, Suite A, Greensburg, PA 15601
96
Wealthminder
score

James Harper (CRD# 1137830) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Greensburg, PA and has over 18 years of experience in the finance industry. James Harper 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.

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