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RH

Robert Harwood

TRUSTMONT ADVISORY GROUP
TAMPA, FL
Some features on this profile are disabled
CRD#: 5356680
RH

Professional summary

Robert Harwood, who also goes by Robert Barry Harwood, is a registered financial advisor currently at TRUSTMONT ADVISORY GROUP, INC. located in Tampa, Florida.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Robert has worked at 5 firms and has passed the Series 66 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Robert Barry Harwood

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.
1) EINSTIENFI - founder and CEO/president- 4917 Lyford Cay Rd Tampa Fl 33629- Licensing and development of fintech related software- planning and practice software for advisors and their support staff- a long with the provision of software related training is provided- 40 hpm 2)Management Solutions LLC- 4917 Lyford Cay Rd Tampa FL 33629- holds commercial rental properties as well as private mortgage- also serves as a family LLC for estate planning purposes- owns and maintains real estate and investment accounts- 5 hpm

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Harwood'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

February 2, 2024 - Present

TRUSTMONT ADVISORY GROUP, INC.

RIA
CRD#: 106015
TAMPA, FL
Past

October 5, 2021 - March 11, 2022

TRUSTMONT ADVISORY GROUP, INC.

RIA
CRD#: 106015
TAMPA, FL
Past

February 11, 2013 - July 21, 2021

DARWIN WEALTH MANAGEMENT

RIA
CRD#: 166585
TAMPA, FL
Past

April 16, 2008 - February 26, 2014

TRUSTMONT ADVISORY GROUP, INC.

RIA
CRD#: 106015
GREENSBURG, PA
Past

January 2, 2008 - March 26, 2013

TRUSTMONT FINANCIAL GROUP, INC.

BD
CRD#: 18312
LARGO, FL
Past

August 30, 2007 - December 31, 2007

KALOS MANAGEMENT

RIA
CRD#: 133025
PONTE VEDRA BEACH, FL
Past

July 24, 2007 - December 31, 2007

KALOS CAPITAL, INC.

BD
CRD#: 44337
LARGO, FL

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.

Highlighted states indicate IAR registrations

IAR
Florida
(2/2/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/28/2007
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 7/23/2007
General Securities Representative Examination

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#: 106015Tampa, FL

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