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Anthony Hladek

Trustmont Advisory Group, INC.
30 Years of Experience
Greensburg, PA
Broker
View SEC Summary
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Anthony Hladek is a registered investment advisor at Trustmont Advisory Group, INC., based in Greensburg, PA, with 30 years of industry experience. Anthony is also registered as a broker, so some compensation may come from commissions on products sold. 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

Scenic Drive Professional Center, 200 Brush Run Road, Suite A, Greensburg, PA, 15601

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Anthony owns an apartment building, dedicating minimal time to it. He also serves as treasurer for his child's karate club and is a board member of Trustmont Financial Group, Inc., and a member of LokDek, LLC, each requiring minimal time.

Employment History
Current Registrations
Trustmont Advisory Group, INC.
April 2007 - Present · 19 yrs 6 mos
Trustmont Financial Group, INC.Broker
April 2007 - Present · 19 yrs 6 mos
Previous Registrations
Invicta Capital LLCBroker
March 2018 - February 2019 · 11 mos
Dibiase & Ruscetti Associates, INC.
December 2004 - April 2007 · 2 yrs 4 mos
Harvest Financial CorporationBroker
December 1997 - April 2007 · 9 yrs 4 mos
Pittsburgh Investment Brokers, INC.Broker
January 1997 - November 1997 · 10 mos
Meyers Pollock Robbins, INC.Broker
February 1996 - December 1996 · 10 mos
State Registrations44 states
AZCACOCTDCDEFLGAIAIDILINKSLAMAMDMEMIMNMOMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV
AdvisorBrokerBoth

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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