Gerald E. Cibik
Professional summary
Gerald Edwin Cibik, who also goes by Jerry Cibik, is a registered financial advisor currently at TRUSTMONT ADVISORY GROUP, INC. located in Murrysville, Pennsylvania and TRUSTMONT FINANCIAL GROUP, INC. located in Murrysville, Pennsylvania.
Gerald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Gerald has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Gerald Edwin Cibik's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 12, 2020 - Present
TRUSTMONT ADVISORY GROUP, INC.
Office #1: 4495 Old Wm Penn Highway, Murrysville, PA 15668December 8, 1993 - Present
TRUSTMONT FINANCIAL GROUP, INC.
Office #1: 4495 Old William Penn Highway, Murrysville, PA 15668October 27, 1993 - November 18, 1993
TRUSTMONT FINANCIAL GROUP, INC.
October 13, 1993 - October 28, 1993
THE INVESTMENT CENTER, INC.
March 11, 1992 - October 6, 1993
CETERA ADVISORS LLC
November 16, 1990 - March 11, 1992
USLIFE EQUITY SALES CORP.
October 16, 1990 - November 19, 1990
THE INVESTMENT CENTER, INC.
February 12, 1987 - October 11, 1990
PFS INVESTMENTS 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
(6/19/2012)
(1/17/2008)
(10/2/2014)
(12/8/1993)
(11/12/2020)
(1/17/2008)
(6/19/2012)
Exams
FINRA
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.
