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Anthony Hladek

30 Years of Experience
Broker

Anthony Hladek is a registered investment advisor at Trustmont Advisory Group, INC., based in Greensburg, PA, with 30 years of industry experience. Anthony 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
64 advisors
Number of Clients
3,945 clients
Average Client Portfolio
$285K average
Assets Under Management
$1.1B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Scenic Drive Professional Center, 200 Brush Run Road, Suite A, Greensburg, PA, 15601

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Anthony owns an apartment building, dedicating minimal time to it. He also serves as treasurer for his child's karate club and is a board member of Trustmont Financial Group, Inc., and a member of LokDek, LLC, each requiring minimal time.

Employment History
Current Registrations
Trustmont Advisory Group, INC.
April 2007 - Present · 19 yrs
Trustmont Financial Group, INC.Broker
April 2007 - Present · 19 yrs
Previous Registrations
Invicta Capital LLCBroker
March 2018 - February 2019 · 11 mos
Dibiase & Ruscetti Associates, INC.
December 2004 - April 2007 · 2 yrs 4 mos
Harvest Financial CorporationBroker
December 1997 - April 2007 · 9 yrs 4 mos
Pittsburgh Investment Brokers, INC.Broker
January 1997 - November 1997 · 10 mos
Meyers Pollock Robbins, INC.Broker
February 1996 - December 1996 · 10 mos
State Registrations44 states
AZCACOCTDCDEFLGAIAIDILINKSLAMAMDMEMIMNMOMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.