JS
Joseph A. Sinclair
TRUSTMONT ADVISORY GROUP
GREENSBURG, PA 15601
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CRD#: 5094752
JS
Professional summary
Joseph Albert Sinclair, who also goes by Joseph A Sinclair, is a registered financial advisor currently at TRUSTMONT ADVISORY GROUP, INC. located in Greensburg, Pennsylvania and TRUSTMONT FINANCIAL GROUP, INC. located in Greensburg, Pennsylvania.
Joseph is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Joseph has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Joseph A Sinclair
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.
RENTAL PROPERTY. ZERO HOURS DURING NORMAL BUSINESS DAY. DBA PWR PLANNERS LLC., GREENSBURG, PA 15601. FOR SEPARATING JOINT BUSINESS DONE BY P.DOCHINEZ AND J. SINCLAIR (ACCOUNTING PURPOSES).40 HPW DURING SECURITIES TRADING HOURS. SINCLAIR RENTALS, LLC , CAMBRIA COUNTY, PA. OWNER/LANDLORD/MANAGER-5 HPM NOT DURING SECURITIES TRADING HOURS. DBA JOSEPH A. SINCLAIR, NATURE OF BUSINESS IS FIXED ANNUITIES, INSURANCE AND EXECUTIVE BENEFITS. DUTIES INCLUDE MARKETING, ILLUSTRATIONS AND SALES. POSITION IS AGENT AND INCOME EARNED BY COMMISSIONS PAID DIRECTLY TO AGENT. FRENERGY LLC. 615 W CRAWFORD ST, EBENSBURG, PA 15931, REAL ESTATE PURCHASE, OWNER DBA PWR INSURANCE ADVISORS LLC, 200 BRUSH RUN ROAD, STE A, GREENSBURG, PA 15601. INSURANCE AND FIXED ANNUITY SALES.- MEDICARE THROUGH ADVISORS EXCEL- OFFERING MEDICARE SUPPLEMENT AND ADVANTAGE PLAN COVERAGE- 0 HOURS DURING MARKET HOURS- DBA PWR ADVISORY SERVICES LLC, 200 BRUSH RUN ROAD, STE A, GREENSBURG, PA 15601. REGISTERED INVESTMENT ADVISORY FIRM FOR THE PURCHASE AND SALE OF EQUITITIES, BONDS AND ETF'S . INVESTMENT RELATED BUSINESS DONE DURING SECURITIES TRADING HOURS. PWR ACCOUNTING & TAX ADVISOR LLC- 7600 CASTOR AVE PHILADELPHIA PA 19152- NON INVESTMENT RELATED- TAX PREPERATION AND ACCOUNTING SERVICES- 0 HPM DURING SECURITIES TRADING HOURS PENNIE HEALTH INSURANCE- 200 BRUSH RUN RD STE A. GREENSBURG PA 15601- 0 HOURS DURING MARKET HOURS
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Albert Sinclair'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
February 9, 2009 - Present
TRUSTMONT ADVISORY GROUP, INC.
Office #1: 200 Brush Run Road, Ste A, Greensburg, PA 15601RIA
CRD#: 106015
GREENSBURG, PA
Current
May 6, 2008 - Present
TRUSTMONT FINANCIAL GROUP, INC.
Office #1: 200 Brush Run Rd Suite A, Greensburg, PA 15601Office #2: 11275 Route 422 Box 369, Elderton, PA 15736Office #3: Scenic Drive Professional Center 200 Brush Run Road, Suite A, Greensburg, PA 15601BD
CRD#: 18312
Greensburg, 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
Alaska(2/7/2025)
RR
Arkansas(4/16/2015)
RR
California(1/3/2012)
RR
Colorado(3/23/2022)
RR
Delaware(4/11/2013)
RR
Florida(1/9/2013)
RR
Georgia(4/16/2015)
RR
Kentucky(7/5/2018)
RR
Maryland(10/24/2011)
RR
Michigan(11/20/2014)
RR
New Jersey(5/29/2014)
RR
New York(7/20/2021)
RR
North Carolina(6/16/2014)
RR
Ohio(2/2/2009)
RR
Oklahoma(9/16/2021)
RR
Pennsylvania(9/16/2008)
IAR
Pennsylvania(2/9/2009)
RR
South Carolina(4/30/2014)
RR
Tennessee(10/22/2025)
RR
Virginia(5/8/2012)
RR
Washington(4/9/2015)
RR
West Virginia(6/17/2011)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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.
