C G. Pavlikowski

TRUSTMONT ADVISORY GROUP

JOHNSTOWN, PA

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CRD#: 2529300

Professional summary

C Gene Pavlikowski, who also goes by C Gene Pavliokowki, is a registered financial advisor currently at TRUSTMONT ADVISORY GROUP, INC. located in Johnstown, Pennsylvania and TRUSTMONT FINANCIAL GROUP, INC. located in Johnstown, Pennsylvania.

C is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. C has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

C Gene Pavliokowki

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.

INSURANCE AGENT SELLING LIFE, HEALTH AND ACCIDENT INSURANCE.1 HPM NOT DURING SECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view C Gene Pavlikowski'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®

None

Experience

Current

January 4, 2017 - Present

TRUSTMONT ADVISORY GROUP, INC.

RIA

CRD#: 106015

JOHNSTOWN, PA

Current

January 3, 2017 - Present

TRUSTMONT FINANCIAL GROUP, INC.

CRD#: 18312

JOHNSTOWN, PA

Past

September 25, 2015 - December 31, 2016

SUMMIT BROKERAGE SERVICES, INC.

CRD#: 34643

JOHNSTOWN, PA

Past

November 12, 2008 - September 29, 2015

J.P. TURNER & COMPANY, L.L.C.

CRD#: 43177

JOHNSTOWN, PA

Past

December 2, 2005 - November 17, 2008

FIRST MONTAUK SECURITIES CORP.

RIA

CRD#: 13755

JOHNSTOWN, PA

Past

December 2, 2005 - November 17, 2008

FIRST MONTAUK SECURITIES CORP.

CRD#: 13755

JOHNSTOWN, PA

Past

June 25, 2005 - December 14, 2005

JANNEY MONTGOMERY SCOTT LLC

RIA

CRD#: 463

JOHNSTOWN, PA

Past

June 25, 2005 - December 14, 2005

JANNEY MONTGOMERY SCOTT LLC

CRD#: 463

PHILADELPHIA, PA

Past

April 27, 2005 - June 25, 2005

PARKER/HUNTER INCORPORATED

RIA

CRD#: 7324

JOHNSTOWN, PA

Past

November 25, 1994 - June 25, 2005

PARKER/HUNTER INCORPORATED

CRD#: 7324

PITTSBURGH, PA

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

Pennsylvania
(1/3/2017)

IAR

Pennsylvania
(1/4/2017)

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: 12/29/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/8/1994

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: 11/23/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/10/2007

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

TRUSTMONT ADVISORY GROUP, INC.

CRD#: 106015 / SEC#: 801-30694

RIA

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

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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

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.

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Advisor Monitoring

Firm Stability Insights

C G. Pavlikowski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view C Gene Pavlikowski's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUSTMONT FINANCIAL GROUP, INC.

SUMMIT BROKERAGE SERVICES, INC.

J.P. TURNER & COMPANY, L.L.C.

FIRST MONTAUK SECURITIES CORP.

FIRST MONTAUK SECURITIES CORP.

JANNEY MONTGOMERY SCOTT LLC

JANNEY MONTGOMERY SCOTT LLC

PARKER/HUNTER INCORPORATED

PARKER/HUNTER INCORPORATED

Primary Firm SEC Registration

TRUSTMONT ADVISORY GROUP, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/29/1994

Series 63

Date: 12/8/1994

SIE

Date: 10/1/2018

Series 7

Date: 11/23/1994

Series 24

Date: 10/10/2007

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

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