AdFi
TA

Trustmont Advisory Group, Inc.

SEC Registered
Greensburg, PA724-468-5665
Assets Under Management
$1B–$5B
Office Locations
18 offices
Total Accounts
6348

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthBanking or Thrift InstitutionsPension/Profit SharingCharitable OrganizationsState/MunicipalOther Investment AdvisersInsurance CompaniesSovereign WealthCorporations

Leadership

Peter Daniel Dochinez
OWNER
Anthony Charles Hladek
PRESIDENT
Mary Lynne Hixenbaugh
CHIEF COMPLIANCE OFFICER

Office locations

18 offices in 5 states
PA
GreensburgHQ
PA
Latrobe
PA
Baden
PA
Hermitage
PA
Wilkes-barre
PA
Confluence
PA
Monroeville
PA
Bloomsburg
CT
Newtown
PA
Murrysville
PA
Newport
OH
Cortland
PA
Murrysville
PA
Broomall
NY
Valley Stream
PA
Beaver Falls
SC
Mauldin
PA
Flourtown Fort

Advisors at this firm

64 advisors in the directory

Merle Dean Koon
Investment Adviser Representative
Dual-registered
John Gererd Sonntag
Investment Adviser Representative
Dual-registered
William Christopher Johnston IV
Investment Adviser Representative
Dual-registered
Peter Daniel Dochinez
Investment Adviser Representative
Dual-registered
James Edward Harper
Investment Adviser Representative
Dual-registered
Lynn Charles Appelman
Investment Adviser Representative
Dual-registered
Jonathon Webster
Investment Adviser Representative
Investment Adviser Representative
Edgar Davis Mock III
Investment Adviser Representative
Dual-registered
Steven Michael Hagofsky
Investment Adviser Representative
Dual-registered
Walter Pachniuk
Investment Adviser Representative
Dual-registered
James Daniel Ault
Investment Adviser Representative
Dual-registered
Jack Alan Heffner
Investment Adviser Representative
Dual-registered
Steven Paul Leach
Investment Adviser Representative
Dual-registered
Laura Jean Abbott Decarolis
Investment Adviser Representative
Dual-registered
Thomas Joseph Monahan
Investment Adviser Representative
Dual-registered
Daniel Norman Lehman
Investment Adviser Representative
Dual-registered
Gerald Edwin Cibik
Investment Adviser Representative
Dual-registered
Lawrence Philip Hamilton
Investment Adviser Representative
Dual-registered
Kenneth Joseph Kaszak
Investment Adviser Representative
Dual-registered
Marcia Jean Kulberg
Investment Adviser Representative
Dual-registered
George McElroy
Investment Adviser Representative
Investment Adviser Representative
Donald John Barzak
Investment Adviser Representative
Dual-registered
Robert Clinton Turner
Investment Adviser Representative
Dual-registered
Lawrence James Hubert Jr
Investment Adviser Representative
Dual-registered
Ann Elizabeth Gunst
Investment Adviser Representative
Investment Adviser Representative
Steven Michael Effert
Investment Adviser Representative
Dual-registered
Kirk Dumond Allison
Investment Adviser Representative
Dual-registered
Sara Southerland Alley
Investment Adviser Representative
Dual-registered
Eric James Porter
Investment Adviser Representative
Dual-registered
Paul Robert Schaller
Investment Adviser Representative
Dual-registered
William Balint
Investment Adviser Representative
Dual-registered
John James McDonough
Investment Adviser Representative
Dual-registered
Robert Brian Raab
Investment Adviser Representative
Dual-registered
C Gene Pavlikowski
Investment Adviser Representative
Dual-registered
Josh Alan Frankel
Investment Adviser Representative
Dual-registered
Anthony Charles Hladek
Investment Adviser Representative
Dual-registered
Bryan J Larrison
Investment Adviser Representative
Dual-registered
John Charles Stone
Investment Adviser Representative
Dual-registered
David Neil Gordon
Investment Adviser Representative
Dual-registered
Mary Louise Petrucci
Investment Adviser Representative
Dual-registered
John Francis Millon
Investment Adviser Representative
Dual-registered
Emmet Francis Martin Sr
Investment Adviser Representative
Dual-registered
Douglas John Smith
Investment Adviser Representative
Dual-registered
Frederick Lawrence Helmick Jr
Investment Adviser Representative
Dual-registered
Alissa Lynne Conklin
Investment Adviser Representative
Dual-registered
Donald Sada
Investment Adviser Representative
Dual-registered
Sue H Patrick
Investment Adviser Representative
Dual-registered
Nancy E. Bennett
Investment Adviser Representative
Investment Adviser Representative
Michelle Marie Adelsperger
Investment Adviser Representative
Dual-registered
Joseph Albert Sinclair
Investment Adviser Representative
Dual-registered
Robert Harwood
Investment Adviser Representative
Investment Adviser Representative
Vernon Hunter Coates II
Investment Adviser Representative
Dual-registered
Mary Lynne Hixenbaugh
Investment Adviser Representative
Dual-registered
Donald Justin Tyme Barzak
Investment Adviser Representative
Dual-registered
Cherie Lynn Grecko
Investment Adviser Representative
Investment Adviser Representative
Delaney Heenan
Investment Adviser Representative
Dual-registered
Michael Benefield
Investment Adviser Representative
Dual-registered
Keeyan Ryley Zimmerman
Investment Adviser Representative
Dual-registered
Michael Anthony Petrocelli
Investment Adviser Representative
Dual-registered
Daniel Philip Hamilton
Investment Adviser Representative
Dual-registered
Alexander Kenneth Hart
Investment Adviser Representative
Dual-registered
Garret Alan Rigatti
Investment Adviser Representative
Dual-registered
Ana Maria Harwood
Investment Adviser Representative
Investment Adviser Representative
Allen Lassinger
Investment Adviser Representative
Investment Adviser Representative

Regulatory & compliance

CRD number
#106015
SEC Number
801-30694
Disciplinary History
Yes
Fees & Minimums
Fee arrangements the firm reports: AUM / Hourly / Flat Fee

Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Trustmont Advisory Group, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Trustmont Advisory Group in Greensburg, PA - Fees & Services