Alexander
Hart
Trustmont Advisory Group, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Alexander Hart is a financial advisor who works out of Greensburg, Pennsylvania. Hart is an employee of Trustmont Advisory Group, Inc. Over the course of their career, Hart has held roles at The Kiski School, Pennsylvania State University, Enterprise Rent-A-Car, The Apartment Store, Altoona Curve, Enterprise Truck-Rental, Anytime Fitness, Pwr Planners, Trustmont Financial Group, Inc, Trustmont Advisory Group, Inc, James G. Mill Fitness Center and Indiana University Of Pa. Hart maintains Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in Pennsylvania. Trustmont Advisory Group, Inc is a financial advisory firm operating out of Greensburg, PA. The investment advisory business has offices in 47 locations and a total of 60 employees. It handles $723 million in assets under management across its 4,660 accounts, making it one of the bigger firms in the country by assets under management. Of its 4,660 client accounts, just 3% belong to high-net-worth investors who have at least $1 million in investable assets. Trustmont Advisory Group, Inc performs a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management vary depending on which services are offered. However, fee types charged by Trustmont Advisory Group, Inc can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Trustmont Advisory Group, Inc Brokerage Details
$722,784,317
60
4,660
$155,104
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Alexander Hart Work History
Alexander has been registered as a financial advisor for 0 years.*
Trustmont Advisory Group, Inc
Pwr Planners
Trustmont Financial Group, Inc
Anytime Fitness
Altoona Curve
Enterprise Truck-Rental
The Apartment Store
James G. Mill Fitness Center
Indiana University Of Pa
Enterprise Rent-A-Car
Pennsylvania State University
The Kiski School
*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 Alexander Hart 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 Trustmont Advisory Group, Inc
Greensburg, PA
Greensburg, PA
Greensburg, PA
Greensburg, PA
Krakow, WI
Greensburg, PA
Greensburg, PA
Greensburg, PA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
