Laura J. Abbott Decarolis
TRUSTMONT ADVISORY GROUP
MONROEVILLE, PA 15146
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CRD#: 1523919
Professional summary
Laura Jean Abbott Decarolis, CFP®, who also goes by Laura Jean Abbott, is a registered financial advisor currently at TRUSTMONT ADVISORY GROUP, INC. located in Monroeville, Pennsylvania and TRUSTMONT FINANCIAL GROUP, INC. located in Monroeville, Pennsylvania.
Laura is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Laura has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Laura Jean Abbott
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.
DBA HORIZON FINANCIAL ADVISORS, 4099 WM. PENN HWY, STE 303, MONROEVILLE, PA 15146. INSURANCE AGENT ENGAGING IN THE SALE OF ACCIDENT & HEALTH, EQUITY INDEXED ANNUITIES, LIFE INSURANCE AND FIXED ANNUITIES.- TAX RETURN PREPARATION AND E-FILING BOARD MEMBER, TRUSTMONT FINANCIAL GROUP, 200 BRUSH RUN ROAD, STE A, GREENSBURG, PA 15601. DUTIES INCLUDE DISCUSSING ONGOING OPERATIONAL ISSUES OF TRUSTMONT FINANCIAL GROUP.1-2 HPM DURING SECURITIES TRADING HOURS. Highland Estates Condominium Assoc. c/o Ryan Lynch (Sr community manager) Berkshire Hathaway Home Services- 3820 Old William Penn Hwy Murrysville ,Pa 15668 Treasurer of homeowners association- 1 HPM
CRS (Client Relationship Summary) - RIA
Click below to view Laura Jean Abbott Decarolis'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: 1991
Experience
Current
September 27, 2002 - Present
TRUSTMONT ADVISORY GROUP, INC.
Office #1: 4099 William Penn Highway Jonnet Building, Suite 303, Monroeville, PA 15146RIA
CRD#: 106015
MONROEVILLE, PA
Current
January 22, 1990 - Present
TRUSTMONT FINANCIAL GROUP, INC.
Office #1: 4099 Wm. Penn Hwy, Ste. 303, Monroeville, PA 15146BD
CRD#: 18312
Monroeville, PA
Past
September 14, 1994 - December 31, 2016
HORIZON FINANCIAL ADVISORS, INC.
RIA
CRD#: 113196
MONROEVILLE, PA
Past
August 19, 1986 - February 10, 1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
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
Alabama(3/5/2013)
RR
Arizona(5/12/2016)
RR
California(2/25/2016)
RR
Delaware(6/21/2022)
RR
Florida(2/27/2012)
RR
Georgia(12/16/2024)
RR
Maryland(6/14/2006)
RR
Missouri(1/27/2009)
RR
New Jersey(8/22/2007)
RR
North Carolina(11/2/2016)
RR
Ohio(1/19/2007)
RR
Pennsylvania(1/22/1990)
IAR
Pennsylvania(9/27/2002)
RR
South Carolina(4/20/2021)
RR
Texas(6/2/2020)
RR
Virginia(9/22/2006)
RR
West Virginia(8/31/2006)
RR
Wisconsin(1/18/2007)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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
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