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Edgar Davis Mock

Trustmont Advisory Group, INC.
40 Years of Experience
3 DisclosuresBroker
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

102 W. Street Road, Feasterville, PA, 19053

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2020
Settled
Regulatory
January 2010
Final
Regulatory
January 2010
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Edgar is the owner of Money Management Advisory Inc., Davis & Associates (a shell company with no assets), and the Institute for Essential Education (currently not in use). The Institute for Essential Education is owned by Money Management Advisory Inc. and used for workshops and seminars.

Employment History
Current Registrations
Trustmont Advisory Group, INC.
October 2025 - Present · 4 mos
Trustmont Financial Group, INC.
May 2018 - Present · 7 yrs 9 mos
Trustmont Financial Group, INC.Broker
May 2018 - Present · 7 yrs 9 mos
Money Management Advisory INC.
September 2009 - Present · 16 yrs 5 mos
Previous Registrations
Money Management Advisory, INC.Broker
February 1986 - August 2018 · 32 yrs 6 mos
Monarch Securities, INC.Broker
January 1985 - February 1986 · 1 yr 1 mo
State Registrations9 states
CAFLGAMDNCNJPASCWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.