Michael A. Petrocelli

TRUSTMONT ADVISORY GROUP

MONROEVILLE, PA 15146

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CRD#: 7175011

Professional summary

Michael Anthony Petrocelli is a registered financial advisor currently at TRUSTMONT ADVISORY GROUP, INC. located in Monroeville, Pennsylvania and TRUSTMONT FINANCIAL GROUP, INC. located in Greensburg, Pennsylvania.

Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Michael has worked at 3 firms and has passed the Series 66, Series 7TO and SIE 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.

Petrocelli & Company. Not Investment Related. 3961 Monroeville Blvd, Monroeville, PA 15146 Certified Public Accounting Firm 140 total hours per month 110 hours per month during trading hours Tax returns and compliance for individuals and businesses. Bookkeeping and financial statements for businesses. Petrocelli Properties LLC, 3961 Monroeville Blvd, Monroeville, PA 15146, Real Estate Rental, 1 HPM to pay utility bills.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Anthony Petrocelli'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 27, 2020 - Present

TRUSTMONT ADVISORY GROUP, INC.

Office #1: 136 Mount Vernon Drive, Monroeville, PA 15146

RIA

CRD#: 106015

MONROEVILLE, PA

Current

August 27, 2020 - Present

TRUSTMONT FINANCIAL GROUP, INC.

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

CRD#: 18312

Greensburg, PA

Past

November 13, 2019 - August 18, 2020

OSAIC SERVICES, INC.

RIA

CRD#: 133763

PITTSBURGH, PA

Past

September 30, 2019 - August 18, 2020

OSAIC SERVICES, INC.

CRD#: 133763

PITTSBURGH, 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".

TRUSTMONT ADVISORY GROUP, 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.

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

New Jersey
(1/4/2021)

Pennsylvania
(8/27/2020)

IAR

Pennsylvania
(8/27/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/12/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 9/30/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 6/20/2019

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

TRUSTMONT ADVISORY GROUP, 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

SEC notice filing (27 States and Territories)

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 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.

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Advisor Monitoring

Firm Stability Insights

Michael A. Petrocelli

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Anthony Petrocelli's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUSTMONT FINANCIAL GROUP, INC.

OSAIC SERVICES, INC.

OSAIC SERVICES, INC.

Primary Firm SEC Registration

TRUSTMONT ADVISORY GROUP, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 11/12/2019

Series 7TO

Date: 9/30/2019

SIE

Date: 6/20/2019

FINRA

Current Firm

TRUSTMONT ADVISORY GROUP, INC.

Contact information

SEC notice filing (27 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRUSTMONT ADVISORY GROUP, INC.

TRUST BUT VERIFY

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