TrueAdvisor
TrueAdvisor
DS
DS

Donald Sada

Trustmont Advisory Group, INC.
17 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningBusiness Owners
Trustmont Advisory Group, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
63 advisors
Number of Clients
3,945 clients
Average Client Portfolio
$285K average
Assets Under Management
$1.1B

Fee Structure

Location

Louisville, KY

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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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Employment History
Current Registrations
Trustmont Financial Group, INC.
August 2025 - Present · 6 mos
Trustmont Advisory Group, INC.
August 2025 - Present · 6 mos
Trustmont Financial Group, INC.Broker
August 2025 - Present · 6 mos
Previous Registrations
Cetera Investment Advisers LLC
June 2023 - August 2025 · 2 yrs 2 mos
Cetera Financial Specialists LLCBroker
June 2021 - August 2025 · 4 yrs 2 mos
Cetera Advisors LLCBroker
June 2021 - August 2025 · 4 yrs 2 mos
Cetera Investment Services LLCBroker
June 2021 - August 2025 · 4 yrs 2 mos
Cetera Wealth Services, LLCBroker
June 2021 - August 2025 · 4 yrs 2 mos
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
First Allied Securities, INC.Broker
June 2021 - September 2022 · 1 yr 3 mos
J.P. Morgan Securities LLC
June 2017 - June 2021 · 4 yrs
J.P. Morgan Securities LLCBroker
June 2017 - June 2021 · 4 yrs
Trustmont Advisory Group, INC.
September 2015 - May 2017 · 1 yr 8 mos
Trustmont Financial Group, INC.Broker
September 2015 - May 2017 · 1 yr 8 mos
Metlife Securities INC.
September 2012 - September 2015 · 3 yrs
Metlife Investors Distribution CompanyBroker
March 2012 - September 2015 · 3 yrs 6 mos
New England SecuritiesBroker
March 2012 - January 2015 · 2 yrs 10 mos
Metlife Securities INC.Broker
January 2012 - September 2015 · 3 yrs 8 mos
Investment Professionals, INC.
August 2011 - December 2011 · 4 mos
Investment Professionals, INC.Broker
August 2011 - December 2011 · 4 mos
Essex National Securities, INC.
June 2010 - July 2011 · 1 yr 1 mo
Essex National Securities, INC.Broker
May 2010 - July 2011 · 1 yr 2 mos
Uvest Financial Services Group, INC.
February 2009 - June 2010 · 1 yr 4 mos
Uvest Financial Services Group, INC.Broker
September 2008 - June 2010 · 1 yr 9 mos
State Registrations1 state
KY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.