Daniel
Hamilton
Trustmont Advisory Group, Inc
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About this Advisor
Daniel Hamilton is a financial advisor operating in Greensburg, Pennsylvania with 3 years of relevant experience. Hamilton currently works for Trustmont Advisory Group, Inc. Their career trajectory has included roles at Mid America Group - Northeast, Inc, Capital District Physicians' Health Plan, Angiodynamics, Inc, Wnep News Station, Trustmont Advisory Group, Inc and Trustmont Financial Group, Inc. Hamilton has 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 firm that has its headquarters in Greensburg, PA. The company has offices in 47 locations and a total of 60 employees. It administers $723 million in total assets across its 4,660 customer accounts, placing it among the bigger firms in the United States by assets under management. Of its 4,660 client accounts, just 3% belong to high-net-worth investors who have greater than $1 million in assets. Trustmont Advisory Group, Inc offers a number 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 usually are based on which services are provided. However, fees billed by Trustmont Advisory Group, Inc most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Daniel Hamilton Work History
Daniel has been registered as a financial advisor for 3 years.*
Trustmont Financial Group, Inc
Mid America Group - Northeast, Inc
Trustmont Advisory Group, Inc
Capital District Physicians' Health Plan
Angiodynamics, Inc
Wnep News Station
*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 Daniel Hamilton 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
Greensburg, PA
Greensburg, PA
Krakow, WI
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.
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