Garret
Rigatti

Trustmont Advisory Group, Inc

CRD#7672849
Investment Advisor
in Monroeville, PA

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About this Advisor

Garret Rigatti is a financial advisor based in Monroeville, Pennsylvania, working with Trustmont Advisory Group, Inc. Garret has previously held positions at #1 Cochran and Trustmont Financial Group, Inc. Garret has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Pennsylvania. Currently, Garret is part of Trustmont Advisory Group, Inc, which operates out of Monroeville, Pennsylvania. The firm has 50 offices and 64 employees. The firm manages assets totaling $919.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Trustmont Advisory Group, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Horizon Financial Advisors 4099 Wm. Penn Hwy, Suite 303
Monroeville, PA 15146

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Trustmont Advisory Group, Inc Brokerage Details

Total Assets Under Management

$919,449,401

PA Average: $15,833,994,310
Total Number of Employees

64

PA Average: 41
Total Number of Accounts

5,109

PA Average: 3,342
Average Account Size

$179,967

PA Average: $4,737,880

Investment Advisory Services

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

Garret Rigatti Work History

2022 - Present (2 years)

Trustmont Financial Group, Inc

2013 - 2022 (9 years)

#1 Cochran

Disclosures

Please visit the SEC profile of Garret Rigatti 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

Daniel Hamilton
Greensburg, PA
Garret Rigatti
Monroeville, PA
Cherie Grecko
Greensburg, PA
Ana Harwood
Greensburg, PA
Alexander Hart
Greensburg, PA
Simler Batcheler
Greensburg, PA
Keeyan Zimmerman
Greensburg, PA
Michael Benefield
Greensburg, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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