C Pavlikowski
C Pavlikowski is a registered investment advisor at Trustmont Advisory Group, INC., based in Johnstown, PA, with 31 years of industry experience. C 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
Johnstown, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
C is an insurance agent selling life, health, and accident insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
Trustmont Advisory Group, INC.
Trustmont Financial Group, INC.Broker
Trustmont Financial Group, INC.
Previous Registrations
Summit Brokerage Services, INC.Broker
J.P. Turner & Company, L.L.C.Broker
First Montauk Securities CORP.
First Montauk Securities CORP.Broker
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Parker/hunter Incorporated
Parker/hunter 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.