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FIRM PROFILE
Overview
TRUSTMONT FINANCIAL GROUP, INC. is located at Scenic Drive Professional Center 200 Brush Run Road, Suite A, Greensburg, PA 15601 and was first established at Philadelphia, Pennsylvania in 06/16/1986. After operating for 40 years, TRUSTMONT FINANCIAL GROUP, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of TRUSTMONT FINANCIAL GROUP, INC.’s clients are individuals and 0% of their clients are high net worth individuals. TRUSTMONT FINANCIAL GROUP, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at TRUSTMONT FINANCIAL GROUP, INC. are registered to handle securities or provide financial advice. The firm has 4 disclosures, 3 being regulatory events, 0 being client events, and 1 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access TRUSTMONT FINANCIAL GROUP, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at TRUSTMONT FINANCIAL GROUP, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for TRUSTMONT FINANCIAL GROUP, INC. Comes From
Understanding the Statistics for TRUSTMONT FINANCIAL GROUP, INC. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
Scenic Drive Professional Center 200 Brush Run Road, Suite A, Greensburg, PA 15601
Scenic Drive Professional Center 200 Brush Run Road, Suite A, Greensburg, PA 15601
Small
(724) 468-5665
Pennsylvania since 06/16/1986
Corporation
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| DOCHINEZ, LACEY M | OWNER | 5809867 | |
| DOCHINEZ, PETER DANIEL | OWNER | 6314091 | |
| ABBOTT DECAROLIS, LAURA JEAN | OWNER/REGISTERED REPRESENTATIVE | 1523919 | |
| DOCHINEZ, CLAUDIA ANN | OWNER | ||
| DOCHINEZ, PETER DANIEL | OWNER | 1062112 | |
| GIONTA, PAUL V | OWNER | ||
| HEBERT, GEORGE PHILLIP | OWNER | 2309032 | |
| HLADEK, ANTHONY CHARLES | PRESIDENT, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATION OFFICER | 2700432 | |
| PETRUCCI, MARY LOUISE | OWNER/REGISTERED REPRESENTATIVE | 2980671 | |
| AULT, JAMES DANIEL | OWNER | 1439447 | |
| BARZAK, DONALD JOHN | OWNER | 1856590 | |
| HIXENBAUGH, MARY LYNNE | CHIEF COMPLIANCE OFFICER | 5623080 |
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Advisor's working at TRUSTMONT FINANCIAL GROUP, INC.
Lynn Charles Appelman
Laura Jean Abbott Decarolis
Steven Paul Leach
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