Eric J. Porter

TRUSTMONT ADVISORY GROUP

MONROEVILLE, PA 15146

Some features on this profile are disabled

CRD#: 2396406

Professional summary

Eric James Porter, CFP®, who also goes by Eric J Porter, is a registered financial advisor currently at TRUSTMONT ADVISORY GROUP, INC. located in Monroeville, Pennsylvania and TRUSTMONT FINANCIAL GROUP, INC. located in Monroeville, Pennsylvania.

Eric is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Eric has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Retirement Planning

Investment Planning

Retirement Income Management

Insurance Planning

Are you a "fiduciary"?

Yes

Aliases

Eric J Porter

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.

1)CENTURY INSURANCE CONSULTANTS, LTD 111 WHITHEAD LN STE 400, MONROEVILLE PA 15146 INSURANCE AGENT ENGAGING IN THE SALE OF ACCIDENT& HEALTH INSURANCE, DISABILITY, FIXED INDEXED ANNUITIES, LIFE, FIXED ANNUITIES, PROPERTY AND CASUALTY AND LONG TERM CARE INSURANCE. 40-60 HOURS A WEEK, STARTED 05/1993 2) DBA CENTURY FINANCIAL CONSULTANTS, 111 WHITE HEAD LANE, #400, MONROEVILLE, PA 15146, SALE AND ADVISORY OF INVESTMENTS AND SECURITIES, 20 HPW DURING SECURITIES TRADING HOURS. IS AN ENTITY OF CENTURY INSURANCE CONSULTANTS, LTD. 3)MANAGING PARTNER-WPK ENTERPRISES LLC, 130 JANE STREET, TRAFFORD, PA 15085. DUTIES INCLUDE ACCOUNTING AND MANAGEMENT -1HPW NOT DURING SECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric James Porter's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2010

Experience

Current

September 20, 2010 - Present

TRUSTMONT ADVISORY GROUP, INC.

Office #1: 111 Whitehead Lane, # 400, Monroeville, PA 15146

RIA

CRD#: 106015

MONROEVILLE, PA

Current

September 20, 2010 - Present

TRUSTMONT FINANCIAL GROUP, INC.

Office #1: 111 Whitehead Lane # 400, Monroeville, PA 15146

CRD#: 18312

Monroeville, PA

Past

March 28, 2007 - September 28, 2010

WOODBURY FINANCIAL SERVICES, INC.

RIA

CRD#: 421

MONROEVILLE, PA

Past

March 9, 2006 - September 28, 2010

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

MONROEVILLE, PA

Past

February 23, 2000 - November 30, 2004

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

OAKDALE, MN

Past

October 10, 1997 - December 31, 1999

TRUSTMONT FINANCIAL GROUP, INC.

CRD#: 18312

GREENSBURG, PA

Past

March 27, 1996 - October 29, 1997

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

OAKDALE, MN

Past

October 7, 1993 - December 31, 1994

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

OAKDALE, MN

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".

TRUSTMONT ADVISORY GROUP, 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.

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

Florida
(9/20/2010)

Illinois
(7/7/2021)

Indiana
(6/13/2022)

Maryland
(12/8/2014)

Ohio
(3/15/2012)

Pennsylvania
(9/20/2010)

IAR

Pennsylvania
(9/20/2010)

Virginia
(9/20/2010)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/4/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/1/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/11/2011

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/1/1993

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

TRUSTMONT ADVISORY GROUP, INC.

CRD#: 106015 / SEC#: 801-30694

RIA

Registered Investment Advisory firm - (11/27/1987 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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

SEC notice filing (27 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A 03-2025 (3/31/2025)

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.

Contact information

xxxxx@xxxx.xxx

Similar Advisors

Richard Sabo

J. W. COLE ADVISORS, INC.

IAR

GIBSONIA, PA

Lee Oleinick

UBS FINANCIAL SERVICES INC.

IAR

Boca Raton, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Eric J. Porter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric James Porter's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUSTMONT FINANCIAL GROUP, INC.

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

TRUSTMONT FINANCIAL GROUP, INC.

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

TRUSTMONT ADVISORY GROUP, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/4/2006

Series 63

Date: 10/1/1993

SIE

Date: 10/1/2018

Series 7

Date: 5/11/2011

Series 6

Date: 10/1/1993

FINRA

Current Firm

TRUSTMONT ADVISORY GROUP, INC.

Contact information

SEC notice filing (27 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRUSTMONT ADVISORY GROUP, INC.

TRUST BUT VERIFY

Contact information

Similar Advisors