MP
Mary L. Petrucci
TRUSTMONT ADVISORY GROUP
CONFLUENCE, PA 15424
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CRD#: 2980671
MP
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
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.
INSURANCE AGENT ENGAGING IN THE SALE OF LIFE INSURANCE,FIA'S AND FIXED ANNUITIES. REAL ESTATE INVESTING WITH MY HUSBAND. TRUSTMONT FINANCIAL GROUP, INC. SHAREHOLDER. TAX CONSULTING FOR CLIENTS OF TMI GROUP, LLC., 710 ODEN STREET, CONFLUENCE, PA 15424 .10-15 HPW JAN-APRIL. MAY-DEC AS NEEDED. TAX PREPARATION -NETWORKING. MARY LOUISE PETRUCCI, TAX COLLECTOR, 710 ODEN ST, CONFLUENCE, PA 15424. 10-15 HPW. DUTIES INCLUDE BILLING, MAILING AND COLLECTING REAL ESTATE AND SCHOOL TAXES.
CRS (Client Relationship Summary) - RIA
Click below to view Mary Louise Petrucci'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
September 30, 2002 - Present
TRUSTMONT ADVISORY GROUP, INC.
Office #1: 710 Oden Street, Confluence, PA 15424RIA
CRD#: 106015
CONFLUENCE, PA
Current
January 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 15424BD
CRD#: 18312
Greensburg, PA
Past
February 10, 1998 - December 2, 1998
PFS INVESTMENTS INC.
BD
CRD#: 10111
DULUTH, GA
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
Maryland(12/16/2024)
RR
Pennsylvania(1/19/1999)
IAR
Pennsylvania(9/30/2002)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/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
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Check for any disclosures as part of your thorough research when choosing an advisor.
