George Mcelroy
George Mcelroy is a registered investment advisor at Trustmont Advisory Group, INC., based in Greensburg, PA, with 30 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,945 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee Estimator
Location
Scenic Drive Professional Center, 200 Brush Run Road, Suite A, Greensburg, PA, 15601
Get directionsHistory
Regulatory History (14)
Financial
December 2021Regulatory
July 2019Employment Separation After Allegations
March 2019Investigation
January 2019Judgment / Lien
August 2016Judgment / Lien
June 2016Judgment / Lien
March 2016Judgment / Lien
September 2015Judgment / Lien
March 2014Judgment / Lien
April 2013Judgment / Lien
February 2013Judgment / Lien
October 2012Judgment / Lien
March 2011Judgment / Lien
March 2011Other Business Activities
George works as a bartender at One Trick Pony Brewery, dedicating a few hours per week. This activity does not occur during securities trading hours.
Employment History
Current Registrations
Trustmont Advisory Group, INC.
Previous Registrations
Infinity Financial ServicesBroker
Infinity Financial Services
LPL Financial LLCBroker
LPL Financial LLC
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.