DB
Donald J. Barzak
TRUSTMONT ADVISORY GROUP
CORTLAND, OH 44410
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CRD#: 1856590
DB
Professional summary
Donald John Barzak is a registered financial advisor currently at TRUSTMONT ADVISORY GROUP, INC. located in Cortland, Ohio and TRUSTMONT FINANCIAL GROUP, INC. located in Cortland, Ohio.
Donald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. Donald has worked at 8 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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 THE BARZAK AGENCY, 3008 STATE ROUTE 5, UNIT D, CORTLAND, OH 44410. ENGAGE IN THE SALE OF ACCIDENT & HEALTH, DISABILITY, LIFE INSURANCE AND FIXED ANNUITIES. (LUTCF) ALSO PROPERTY AND CASUALTY INSURANCE.DOING TAX PREPARATION AT ADDRESS LISTED ABOVE. OWNER OF VARIOUS COMMERICAL RENTAL PROPERTIES, NOT INVESTMENT RELATED. OHSAA,USA/ASA AND NCAA SOFTBALL AND BASEBALL UMPIRING. NON-INVESTMENT RELATED. ATTAINED RETIREMENT INCOME CERTIFIED PROFESSIONAL (RICP).
CRS (Client Relationship Summary) - RIA
Click below to view Donald John Barzak'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®
NoneExperience
Current
April 27, 2016 - Present
TRUSTMONT ADVISORY GROUP, INC.
Office #1: 3008 State Route 5 Unit D, Cortland, OH 44410RIA
CRD#: 106015
CORTLAND, OH
Current
August 20, 2009 - Present
TRUSTMONT FINANCIAL GROUP, INC.
Office #1: The Barzak Agency 3008 State Route 5, Unit D, Cortland, OH 44410BD
CRD#: 18312
Cortland, OH
Past
February 21, 2006 - August 19, 2009
WATERSTONE FINANCIAL GROUP, INC.
RIA
CRD#: 10078
CORTLAND, OH
Past
May 9, 2005 - August 19, 2009
WATERSTONE FINANCIAL GROUP, INC.
BD
CRD#: 10078
CORTLAND, OH
Past
January 3, 2005 - May 17, 2005
WFG INVESTMENTS, INC.
BD
CRD#: 22704
DALLAS, TX
Past
August 2, 2004 - December 31, 2004
PRO-INTEGRITY SECURITIES, INC.
BD
CRD#: 44707
LONGVIEW, TX
Past
August 2, 1995 - August 2, 2004
HACKETT ASSOCIATES, INC.
BD
CRD#: 2106
WYOMISSING, PA
Past
April 27, 1989 - July 26, 1995
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
NEW YORK, NY
Past
April 27, 1989 - July 26, 1995
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
SPRINGFIELD, MA
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
California(8/8/2023)
RR
Florida(8/20/2009)
RR
Georgia(4/11/2017)
RR
Iowa(8/20/2009)
RR
North Carolina(11/3/2022)
RR
Ohio(8/20/2009)
IAR
Ohio(4/27/2016)
RR
Pennsylvania(6/4/2012)
RR
South Carolina(8/6/2014)
RR
Virginia(7/18/2011)
RR
Washington(7/8/2015)
RR
West Virginia(6/21/2021)
RR
Wisconsin(11/18/2016)
Exams
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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TRUSTMONT ADVISORY GROUP, INC.
CRD#: 106015Cortland, OH 44410TRUST BUT VERIFY
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