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Cherie Lynn Grecko

Trustmont Advisory Group, Inc.

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About Cherie Lynn Grecko

Cherie Lynn Grecko is a Registered Investment Advisor with Trustmont Advisory Group, Inc. Cherie is licensed in Pennsylvania and has been in the industry since 2013. Cherie has a Series 65 license and has passed the Uniform Investment Adviser Law Examination. Cherie's specialties include Retirement planning, Investment advisory services, Financial planning, and Estate planning. Cherie has experience working with High Net Worth Individuals and Individuals other than High Net Worth. Cherie's firm, Trustmont Advisory Group, Inc. provides advisory services to both businesses and individuals. The firm's advisory services include financial planning, pension consulting, and selection of other advisers. Trustmont Advisory Group, Inc. is located in Greensburg, PA.

Firm Information

Cherie Grecko is currently registered with Trustmont Advisory Group, Inc.. Trustmont Advisory Group, Inc. is a Pennsylvania-based investment advisory firm with over 50 licensed agents. They provide financial planning, pension consulting, portfolio management for individuals, and selection of other advisers. The firm manages over $919 million in assets for over 5,000 clients, including high-net-worth individuals and other individuals.
Trustmont Advisory Group, Inc.

SCENIC DRIVE PROFESSIONAL CENTER

GREENSBURG, PA 15601

$919.45M

Assets Under Management

29

Total Clients

54

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Cherie Grecko’s Registration & Firm History

PA

01/11/2024 - Present

Trustmont Advisory Group, Inc. (GREENSBURG PA)

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Licenses & Designations

IA

Issued 05/16/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cherie Lynn Grecko.
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