Edgar D. Mock
Professional summary
Edgar Davis Mock III, who also goes by Dave Mock, Ed Mock, Edgar Davis Mock, is a registered financial advisor currently at MONEY MANAGEMENT ADVISORY, INC. located in Feasterville, Pennsylvania and TRUSTMONT ADVISORY GROUP, INC. located in Feasterville, Pennsylvania.
Edgar is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Edgar has worked at 4 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 6, Series 27 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Edgar Davis Mock III's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 4, 2009 - Present
MONEY MANAGEMENT ADVISORY, INC.
Office #1: 102 W. Street Road, Feasterville, PA 19053October 24, 2025 - Present
TRUSTMONT ADVISORY GROUP, INC.
Office #1: 102 W Street Rd, Feasterville, PA 19053May 7, 2018 - Present
TRUSTMONT FINANCIAL GROUP, INC.
Office #1: 102 W. Street Road, Feasterville, PA 19053February 18, 1986 - August 28, 2018
MONEY MANAGEMENT ADVISORY, INC.
January 28, 1985 - February 18, 1986
MONARCH SECURITIES, INC.
Primary Firm SEC Registration
TRUSTMONT ADVISORY GROUP, INC.
CRD#: 106015 / SEC#: 801-30694
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/7/2018)
(8/31/2020)
(6/1/2018)
(5/10/2018)
(4/30/2012)
(7/16/2018)
(6/6/2018)
(9/4/2009)
(7/3/2018)
(8/12/2020)
(7/12/2018)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
TRUSTMONT ADVISORY GROUP, INC.
CRD#: 106015 / SEC#: 801-30694
Contact information
SEC notice filing (27 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,387 |
| AUM (Assets Under Management) | $ 1,126,006,619 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
