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Robert Harwood

Trustmont Advisory Group, Inc.

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About Robert Harwood

Robert Harwood is a financial advisor with over 15 years of experience in the financial services industry. Robert is currently registered with Trustmont Advisory Group, Inc., a firm that specializes in providing comprehensive financial planning and investment management services to individuals and families. Before joining Trustmont, Robert was employed by Trustmont Financial Group, Inc. and Kalos Capital, Inc. Robert is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. Robert holds the Series 66 and Series 7 licenses. Robert's other business activities include being the founder and CEO of a fintech company.

Firm Information

Robert Harwood 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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Robert Harwood’s Registration & Firm History

PA

02/02/2024 - Present

Trustmont Advisory Group, Inc. (GREENSBURG PA)

FL

01/02/2008 - 03/26/2013

TRUSTMONT FINANCIAL GROUP, INC. (LARGO FL)

FL

07/24/2007 - 12/31/2007

KALOS CAPITAL, INC. (LARGO FL)

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Licenses & Designations

BOTH

Issued 08/28/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/23/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Harwood.
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