AH
Anthony C. Hladek
TRUSTMONT ADVISORY GROUP
Greensburg, PA 15601
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CRD#: 2700432
AH
Professional summary
Anthony Charles Hladek, who also goes by Tony Hlade, Anthony C Hladek, Tony Hladek, is a registered financial advisor currently at TRUSTMONT ADVISORY GROUP, INC. located in Greensburg, Pennsylvania and TRUSTMONT FINANCIAL GROUP, INC. located in Greensburg, Pennsylvania.
Anthony is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Anthony has worked at 7 firms and has passed the Series 65, Series 63, Series 52TO, Series 99TO, Series 79TO, SIE, Series 7, Series 27, Series 28, Series 24 and Series 53 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tony Hlade | Anthony C Hladek | Tony Hladek
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.
OWNER OF AN APARTMENT BUILDING. 2-5 HOURSWORK PER MONTH. INCOME RENTAL, NON-INVESTMENT RELATED. BOARD MEMBER OF TRUSTMONT FINANCIAL GROUP, INC. -200 BRUSH RUN ROAD, STE A, GREENSBURG, PA 15601. DUTIES INCLUDE DISCUSSING OPERATIONAL ISSUES OF TRUSTMONT FINANCIAL GROUP, INC. 1 HPM . 10/01/2021-LokDek, LLC, 11680 CENTER STREET, IRWIN, PA 15642. MEMBER OF LLC, WILL COLLECT RENT AND PAY MONTHLY BILLS. 1 HPM NOT DURING SECURITIES TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Anthony Charles Hladek'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 19, 2007 - Present
TRUSTMONT ADVISORY GROUP, INC.
Office #1: Scenic Drive Professional Center 200 Brush Run Road, Suite A, Greensburg, PA 15601RIA
CRD#: 106015
Greensburg, PA
Current
April 3, 2007 - Present
TRUSTMONT FINANCIAL GROUP, INC.
Office #1: Scenic Drive Professional Center 200 Brush Run Road, Suite A, Greensburg, PA 15601BD
CRD#: 18312
Greensburg, PA
Past
March 20, 2018 - February 20, 2019
INVICTA CAPITAL LLC
BD
CRD#: 288101
Tarentum, PA
Past
December 2, 2004 - April 24, 2007
DIBIASE & RUSCETTI ASSOCIATES, INC.
RIA
CRD#: 121786
PITTSBURGH, PA
Past
December 11, 1997 - April 24, 2007
LPL ENTERPRISE, LLC
BD
CRD#: 8733
PITTSBURGH, PA
Past
January 4, 1997 - November 26, 1997
PITTSBURGH INVESTMENT BROKERS, INC.
BD
CRD#: 21934
PITTSBURGH, PA
Past
February 5, 1996 - December 19, 1996
MEYERS POLLOCK ROBBINS, INC.
BD
CRD#: 13436
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
Arizona(4/11/2014)
RR
California(4/14/2014)
RR
Colorado(4/14/2014)
RR
Connecticut(4/14/2014)
RR
Delaware(1/19/2015)
RR
District of Columbia(4/14/2014)
RR
Florida(4/14/2014)
RR
Georgia(4/14/2014)
RR
Idaho(8/12/2014)
RR
Illinois(4/15/2014)
RR
Indiana(4/3/2007)
RR
Iowa(4/14/2014)
RR
Kansas(4/18/2016)
RR
Louisiana(2/21/2022)
RR
Maine(4/11/2014)
RR
Maryland(4/14/2014)
RR
Massachusetts(6/14/2019)
RR
Michigan(4/14/2014)
RR
Minnesota(4/11/2014)
RR
Missouri(4/14/2014)
RR
Montana(7/11/2016)
RR
Nebraska(4/14/2014)
RR
Nevada(4/14/2014)
RR
New Hampshire(4/14/2014)
RR
New Jersey(8/10/2007)
RR
New Mexico(4/14/2014)
RR
New York(4/14/2014)
RR
North Carolina(4/14/2014)
RR
North Dakota(4/14/2014)
RR
Ohio(4/3/2007)
RR
Oklahoma(3/21/2019)
RR
Oregon(3/3/2020)
RR
Pennsylvania(4/3/2007)
IAR
Pennsylvania(4/19/2007)
RR
Rhode Island(4/14/2014)
RR
South Carolina(4/14/2014)
RR
South Dakota(4/14/2014)
RR
Tennessee(4/14/2014)
RR
Texas(4/14/2014)
RR
Utah(4/14/2014)
RR
Vermont(2/25/2019)
RR
Virginia(4/9/2014)
RR
Washington(4/14/2014)
RR
West Virginia(4/14/2014)
RR
Wisconsin(9/14/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 9/25/2025
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 28
Date: 8/9/2002
Introducing Broker/Dealer Financial Operations Principal ExaminationPrincipal/Supervisory Exam
Principal/Supervisory 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
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.
