Walter Pachniuk
TRUSTMONT ADVISORY GROUP
NEWTOWN, CT 06470
CRD#: 1373103
Professional summary
Walter Pachniuk, CFP®, who also goes by Wolodymyr Pachniuk, Walter G Patton, Walter Patton, is a registered financial advisor currently at TRUSTMONT ADVISORY GROUP, INC. located in Newtown, Connecticut and TRUSTMONT FINANCIAL GROUP, INC. located in Greensburg, Pennsylvania.
Walter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Walter has worked at 9 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
What are your service offerings?
Small Business Planning
Investment Planning
Life Transitions
Insurance Planning
Retirement Planning
Retirement Income Management
Tax Planning
Estate Planning
Comprehensive Financial Planni...
Are you a "fiduciary"?
Yes
Aliases
Wolodymyr Pachniuk | Walter G Patton | Walter Patton
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
ADVISERS TRUST, LLC DBA ADVISERS TRUST WEALTH MANAGEMENT,30 MAIN ST, NEWTOWN, CT 06470. OWNER/CFP. 60 HPW DURING SECURITIES TRADING HOURS. INSURANCE AGENT SELLING HEALTH, LONG TERM CARE AND LIFE INSURANCE. ADVISERS TRUST TAX AND ESTATE PLANNING, 30 MAIN STREET, NEWTOWN , CT 06470 , 1 HPW DURING SECURITIES TRADING HOURS, INTRODUCE AND REVIEW FINAL CLIENT DOCUMENTS.
CRS (Client Relationship Summary) - RIA
Click below to view Walter Pachniuk's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2006
Experience
Current
July 8, 2008 - Present
TRUSTMONT ADVISORY GROUP, INC.
Office #1: The Advisers Trust, Llc 30 Main Street, Newtown, CT 06470RIA
CRD#: 106015
NEWTOWN, CT
Current
January 4, 2005 - Present
TRUSTMONT FINANCIAL GROUP, INC.
Office #1: Scenic Drive Professional Center 200 Brush Run Road, Suite A, Greensburg, PA 15601Office #2: The Advisers Trust, Llc 30 Main Street, Newtown, CT 06470BD
CRD#: 18312
Greensburg, PA
Past
May 16, 2001 - January 14, 2005
ADVISORSONE,LLC
RIA
CRD#: 120379
DANBURY, CT
Past
April 9, 2001 - January 6, 2005
DOMINARI SECURITIES LLC
BD
CRD#: 18975
NEW YORK, NY
Past
March 1, 2001 - March 7, 2001
DOMINARI SECURITIES LLC
BD
CRD#: 18975
NEW YORK, NY
Past
August 15, 1989 - April 17, 2001
INVESTACORP, INC.
BD
CRD#: 7684
MIAMI, FL
Past
November 13, 1986 - August 26, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
BD
CRD#: 6403
Past
June 30, 1986 - October 24, 1986
BREAN MURRAY & CO., INC.
BD
CRD#: 7541
Past
June 6, 1986 - July 14, 1986
EAST COAST SECURITIES GROUP, INC.
BD
CRD#: 16248
Past
June 18, 1985 - August 25, 1986
FIRST UNITED FUND,LTD.
BD
CRD#: 14426
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TA
TRUSTMONT ADVISORY GROUP, INC.
APPELMAN FINANCIAL | TRUSTMONT FINANCIAL GROUP, INC. | TRUSTMONT ADVISORY GROUP, INC. | TRUSTMARK ADVISORY GROUP, INC. | PWR PLANNERS | PRAXIS CAPITAL | HORIZON FINANCIAL ADVISORS | HELMICK & COMPANY WEALTH ADVISORS, LLC | CHAPEL HILL CAPITAL MANAGEMENT INC
CRD#: 106015 / SEC#: 801-30694
RIA
Registered Investment Advisory firm - (11/27/1987 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(2/13/2007)
RR
California(1/10/2007)
RR
Colorado(2/4/2014)
RR
Connecticut(1/4/2005)
IAR
Connecticut(7/8/2008)
RR
Delaware(10/20/2015)
RR
Florida(8/31/2006)
RR
Georgia(8/31/2006)
RR
Illinois(8/16/2007)
RR
Maine(8/14/2012)
RR
Maryland(8/22/2008)
RR
Massachusetts(8/22/2008)
RR
New Hampshire(7/2/2008)
RR
New Jersey(8/31/2006)
RR
New Mexico(3/16/2022)
RR
New York(1/11/2005)
RR
North Carolina(3/28/2019)
RR
Ohio(1/11/2005)
RR
Oregon(7/17/2009)
RR
Pennsylvania(8/16/2007)
RR
Rhode Island(9/30/2024)
RR
South Carolina(11/5/2015)
RR
Tennessee(9/9/2020)
RR
Texas(5/28/2020)
RR
Utah(9/29/2022)
RR
Virginia(10/25/2018)
RR
Washington(3/6/2023)
RR
Wisconsin(5/2/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
TA
TRUSTMONT ADVISORY GROUP, INC.
APPELMAN FINANCIAL | TRUSTMONT FINANCIAL GROUP, INC. | TRUSTMONT ADVISORY GROUP, INC. | TRUSTMARK ADVISORY GROUP, INC. | PWR PLANNERS | PRAXIS CAPITAL | HORIZON FINANCIAL ADVISORS | HELMICK & COMPANY WEALTH ADVISORS, LLC | CHAPEL HILL CAPITAL MANAGEMENT INC
CRD#: 106015 / SEC#: 801-30694
RIA
Registered Investment Advisory firm - (11/27/1987 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Scenic Drive Professional Center 200 Brush Run Road, Suite A, Greensburg, PA 15601
Mailing Address
Phone number
(724) 468-5665
Established
Firm type
Fiscal year end
# of Employees
59
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.
Company Information
TRUSTMONT ADVISORY GROUP, INC.
CRD#: 106015Newtown, CT 06470TRUST BUT VERIFY
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