AH
Alexander K. Hart
TRUSTMONT ADVISORY GROUP
GREENSBURG, PA 15601
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CRD#: 7484629
AH
Professional summary
Alexander Kenneth Hart, who also goes by Alex Hart, is a registered financial advisor currently at TRUSTMONT ADVISORY GROUP, INC. located in Greensburg, Pennsylvania and TRUSTMONT FINANCIAL GROUP, INC. located in Greensburg, Pennsylvania.
Alexander is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Alexander has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Alex Hart
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.
DBA- PWR PALNNERS, LLC- 200 BRUSH RUN RD STE A GREENSBURG PA 15601- SECURITIES & INVESTMENT ADVISORY SALES & SERVICE-120HPM DURING MARKET HOURS PWR INSURANCE ADVISORS, LLC- 200 BRUSH RUN RD STE A GREENSBURG PA 15601- SALES AND MARKETING OF LIFE, HEALTH, LTC, MEDICARE AND FIXED ANNUITIES- 20 HPM DURING MARKET HOURS PENNIE HEALTH INSURANCE- 200 BRUSH RUN RD STE A. GREENSBURG PA 15601- 20 HOURS DURING MARKET HOURS- INSURANCE SALES
CRS (Client Relationship Summary) - RIA
Click below to view Alexander Kenneth Hart'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
January 31, 2023 - Present
TRUSTMONT ADVISORY GROUP, INC.
Office #1: Scenic Drive Professional Center 200 Brush Run Rd Suite A, Greensburg, PA 15601RIA
CRD#: 106015
GREENSBURG, PA
Current
May 2, 2023 - Present
TRUSTMONT FINANCIAL GROUP, INC.
Office #1: Scenic Drive Professional Center 200 Brush Run Road, Suite A, Greensburg, PA 15601Office #2: 200 Brush Run Rd 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
Colorado(2/19/2025)
RR
Ohio(3/21/2025)
IAR
Pennsylvania(1/31/2023)
RR
Pennsylvania(5/4/2023)
RR
Tennessee(8/21/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 5/2/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral 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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TRUSTMONT ADVISORY GROUP, INC.
CRD#: 106015Greensburg, PA 15601TRUST BUT VERIFY
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