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George Mcelroy

Trustmont Advisory Group, INC.
30 Years of Experience
Des Plaines, IL
14 Disclosures
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George Mcelroy is a registered investment advisor at Trustmont Advisory Group, INC., based in Des Plaines, IL, with 30 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 4,322 clients with $1.4B in assets under management.

Trustmont Advisory Group, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
65 advisors
Number of Clients
4,322 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.4B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2% of assets managed. Fees may vary depending on the specific advisor chosen.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Des Plaines, IL

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History

Regulatory History (14)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
December 2021
Final
Regulatory
July 2019
Final
Employment Separation After Allegations
March 2019
Investigation
January 2019
Judgment / Lien
August 2016
Judgment / Lien
June 2016
Judgment / Lien
March 2016
Judgment / Lien
September 2015
Judgment / Lien
March 2014
Judgment / Lien
April 2013
Judgment / Lien
February 2013
Judgment / Lien
October 2012
Judgment / Lien
March 2011
Judgment / Lien
March 2011
View Full SEC ReportHow to Read Disclosures
Other Business Activities

George works as a bartender at One Trick Pony Brewery, dedicating a few hours per week. This activity does not occur during securities trading hours.

Employment History
Current Registrations
Trustmont Advisory Group, INC.
July 2019 - Present · 7 yrs 3 mos
Previous Registrations
Infinity Financial Services
March 2017 - March 2019 · 2 yrs
Infinity Financial ServicesBroker
March 2017 - March 2019 · 2 yrs
LPL Financial LLCBroker
December 2003 - March 2017 · 13 yrs 3 mos
LPL Financial LLC
December 2003 - March 2017 · 13 yrs 3 mos
Wachovia Securities, LLC
July 2003 - December 2003 · 5 mos
Wachovia Securities, LLCBroker
July 2003 - December 2003 · 5 mos
Prudential Securities Incorporated
January 1998 - July 2003 · 5 yrs 6 mos
Prudential Securities IncorporatedBroker
August 1995 - July 2003 · 7 yrs 11 mos
State Registrations1 state
IL
Advisor

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.

Exams
No exam information available for this advisor.
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