Alan
Druckenmiller

Trust Advisory Group LTD

CRD#5191639
Investment Advisor
in Wilbraham, MA

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About this Advisor

Alan Druckenmiller is a financial advisor based out of Wilbraham, Massachusetts with a total of 9 years of relevant experience. Druckenmiller currently works for Trust Advisory Group LTD. Their career trajectory has included roles at Centaurus Financial, Inc and Advisory Group Equity Services. Druckenmiller maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in Maine, Massachusetts and Ohio. Trust Advisory Group LTD is an advisory firm that has its headquarters in Woburn, MA. The company has offices in 40 locations and a total of 43 financial advisors. It oversees $500 million in total assets among its 2,077 client accounts, making it one of the larger firms in the United States by assets under management. Of its 2,077 customer accounts, just 3% belong to high-net-worth clients who have at least $1 million in assets available to invest. Trust Advisory Group LTD performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees typically depend on the type of services. However, fee types charged by Trust Advisory Group LTD most likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Wilbraham, MA

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Trust Advisory Group LTD Brokerage Details

Total Assets Under Management

$499,698,033

MA Average: $16,012,751,954
Total Number of Employees

43

MA Average: 118
Total Number of Accounts

2,077

MA Average: 4,567
Average Account Size

$240,586

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Alan Druckenmiller Work History

Alan has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Advisory Group Equity Services

2012 - 2013 (1 year)

Centaurus Financial, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Alan Druckenmiller to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Trust Advisory Group LTD

John Cadigan
Woburn, MA
Renard Defilippo
Ronkonkoma, NY
Peggy Romero
Arlington, MA
Bernard Nugent
South Yarmouth, MA
Alan Druckenmiller
Wilbraham, MA
Peter Cahill
Cos Cob, CT
Andrew Wyman
Morristown, NJ
Lauren Lewis
Haverhill, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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