Mary L. Petrucci
Professional summary
Mary Louise Petrucci is a registered financial advisor currently at TRUSTMONT ADVISORY GROUP, INC. located in Confluence, Pennsylvania and TRUSTMONT FINANCIAL GROUP, INC. located in Greensburg, Pennsylvania.
Mary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Mary has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mary Louise Petrucci's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 30, 2002 - Present
TRUSTMONT ADVISORY GROUP, INC.
Office #1: 710 Oden Street, Confluence, PA 15424January 19, 1999 - Present
TRUSTMONT FINANCIAL GROUP, INC.
Office #1: Scenic Drive Professional Center 200 Brush Run Road, Suite A, Greensburg, PA 15601Office #2: 710 Oden Street, Confluence, PA 15424February 10, 1998 - December 2, 1998
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
(12/16/2024)
(1/19/1999)
(9/30/2002)
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
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