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Douglas John Smith

Trustmont Advisory Group, Inc.

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About Douglas John Smith

Douglas J. Smith is a financial professional with over 24 years of experience in the industry. Douglas has been with Trustmont Advisory Group, Inc. since March 2007. Douglas has a broad range of experience in the financial services industry. Douglas is registered as a Registered Representative in Pennsylvania. Douglas holds Series 63, Series 65, Series 7, and SIE licenses. Douglas has also been registered in 16 other states and territories. Trustmont Advisory Group, Inc. is a registered investment advisor that provides financial planning, portfolio management and selection of other advisers to individuals and high-net-worth individuals.

Firm Information

Douglas Smith 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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Douglas Smith’s Registration & Firm History

PA

03/07/2007 - Present

Trustmont Advisory Group, Inc. (GREENSBURG PA)

PA

08/27/1998 - 12/31/2006

OLDE ECONOMIE FINANCIAL CONSULTANTS, LTD. (BADEN PA)

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Licenses & Designations

IA

Issued 03/05/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/22/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/26/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Douglas John Smith.
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