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DS

Donald A. Sada

TRUSTMONT ADVISORY GROUP
LOUISVILLE, KY
Some features on this profile are disabled
CRD#: 4223961
DS

Professional summary

Donald A. Sada, who also goes by Donald A Sada, Donald Alan Sada, Donald A. Sada, is a registered financial advisor currently at TRUSTMONT ADVISORY GROUP, INC. located in Louisville, Kentucky and TRUSTMONT FINANCIAL GROUP, INC. located in Greensburg, Pennsylvania.

Donald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Donald has worked at 15 firms and has passed the Series 66, Series 52TO, SIE, Series 7, Series 4, Series 53 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Donald A Sada | Donald Alan Sada | Donald A. Sada

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald A. Sada'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

August 1, 2025 - Present

TRUSTMONT ADVISORY GROUP, INC.

RIA
CRD#: 106015
LOUISVILLE, KY
Current

August 1, 2025 - Present

TRUSTMONT FINANCIAL GROUP, INC.

Office #1: Scenic Drive Professional Center 200 Brush Run Road, Suite A, Greensburg, PA 15601
BD
CRD#: 18312
Greensburg, PA
Past

June 29, 2023 - August 19, 2025

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
EL SEGUNDO, CA
Past

June 23, 2021 - June 29, 2023

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
LOUISVILLE, KY
Past

June 23, 2021 - September 8, 2022

FIRST ALLIED SECURITIES, INC.

BD
CRD#: 32444
SAN DIEGO, CA
Past

June 23, 2021 - August 19, 2025

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA
Past

June 23, 2021 - August 19, 2025

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
ST. CLOUD, MN
Past

June 23, 2021 - August 19, 2025

CETERA FINANCIAL SPECIALISTS LLC

BD
CRD#: 10358
SCHAUMBURG, IL
Past

June 23, 2021 - August 19, 2025

CETERA ADVISORS LLC

BD
CRD#: 10299
GREENWOOD VILLAGE, CO
Past

June 5, 2017 - June 14, 2021

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
Columbus, OH
Past

June 5, 2017 - June 14, 2021

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Columbus, OH
Past

September 1, 2015 - May 31, 2017

TRUSTMONT ADVISORY GROUP, INC.

RIA
CRD#: 106015
GREENSBURG, PA
Past

September 1, 2015 - May 31, 2017

TRUSTMONT FINANCIAL GROUP, INC.

BD
CRD#: 18312
GREENSBURG, PA
Past

September 21, 2012 - September 11, 2015

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
JOHNSTOWN, PA
Past

March 14, 2012 - January 2, 2015

NEW ENGLAND SECURITIES

BD
CRD#: 615
JOHNSTOWN, PA
Past

March 14, 2012 - September 11, 2015

METLIFE INVESTORS DISTRIBUTION COMPANY

BD
CRD#: 107622
JOHNSTOWN, PA
Past

January 26, 2012 - September 11, 2015

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
JOHNSTOWN, PA
Past

August 5, 2011 - December 16, 2011

INVESTMENT PROFESSIONALS, INC.

RIA
CRD#: 30184
INDIANA, PA
Past

August 5, 2011 - December 16, 2011

INVESTMENT PROFESSIONALS, INC.

BD
CRD#: 30184
INDIANA, PA
Past

June 7, 2010 - July 21, 2011

ESSEX NATIONAL SECURITIES, LLC

RIA
CRD#: 25454
INDIANA, PA
Past

May 28, 2010 - July 21, 2011

ESSEX NATIONAL SECURITIES, LLC

BD
CRD#: 25454
INDIANA, PA
Past

February 16, 2009 - June 2, 2010

UVEST FINANCIAL SERVICES GROUP, INC.

RIA
CRD#: 13787
INDIANA, PA
Past

September 3, 2008 - June 2, 2010

UVEST FINANCIAL SERVICES GROUP, INC.

BD
CRD#: 13787
INDIANA, 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".
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
Kentucky
(8/1/2025)
IAR
Kentucky
(8/1/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/13/2009
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/2/2008
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 4
Date: 3/13/2018
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 53
Date: 1/20/2017
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/22/2014
General Securities Principal Examination
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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts5,387
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.

Company Information

TRUSTMONT ADVISORY GROUP, INC.

CRD#: 106015Louisville, KY

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