Steven Leach
Steven Leach is a registered investment advisor at Trustmont Advisory Group, INC., based in Indiana, PA, with 37 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,945 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee Estimator
Location
Indiana, PA
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Steven owns Leach Financial Services, offering securities business and fixed insurance sales since 2015, dedicating nearly full-time hours to it during securities trading hours. He also works as a customer service associate at Lowes Corp, dedicating about half his time during market hours.
Employment History
Current Registrations
Trustmont Financial Group, INC.
Trustmont Advisory Group, INC.
Trustmont Financial Group, INC.Broker
Previous Registrations
Investacorp Advisory Services INC
Investacorp, INC.Broker
Investment Professionals, INC.
Investment Professionals, INC.Broker
Raymond James Financial Services, INC.Broker
Olde Discount CorporationBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
American Capital CorporationBroker
First Investors CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.