Michelle Sears, financial advisor Greensburg PA
93 score

Michelle Sears

CRD Number: 5485135
Current Firm: Trustmont Advisory Group, Inc.

Michelle Sears (CRD# 5485135) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Greensburg, PA and has over 9 years of experience in the finance industry.

Similar Advisors
C. Bradley Bond, financial advisor Greensburg PA
C. Bradley Bond
CRD# 2790023
C.b. Bond Financial Planning, Inc.
Score
103
Similar Advisors
Christopher Pretsch, financial advisor Greensburg PA
Christopher F. Pretsch
CRD# 1361144
Staley Capital Advisers Inc.
Score
103
Similar Advisors
Joseph Salpietro, financial advisor Greensburg PA
Joseph G. Salpietro
CRD# 2857692
Xpyria Investment Advisors, Inc.
Score
103
Company Name Location Dates Years
Trustmont Financial Group, Inc. Greensburg, PA Aug 2017 - Current < 1
Trustmont Advisory Group, Inc. Greensburg, PA Aug 2017 - Current < 1
Unemployed Penn Run, PA May 2017 - Aug 2017 < 1
S&t Bank Indiana, PA May 2008 - May 2017 9
Investment Professionals, Inc. San Antonio, TX May 2008 - Dec 2016 8
Unemployed Penn Run, PA Nov 2007 - May 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2008
Contact Info for Michelle L. Sears
Phone Number: 724-468-5665
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    498
    MILLIONS
  • Total Number of Accounts
    4,300
    ACCOUNTS
  • Average Account Value
    $115,814
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

AZ, CA, CO, CT, FL, IL, IN, MA, MI, MN, MO, NJ, NY, OH, PA, SC, TN, TX, UT, VA, VT, WA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.