EM
EM

Emmet Martin

27 Years of Experience
1 DisclosureBrokerSells Insurance

Emmet Martin is a registered investment advisor at Trustmont Advisory Group, INC., based in Greensburg, PA, with 27 years of industry experience. Emmet 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
Loading...

Location

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

Get directions

History

Regulatory History (1)
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.
Employment Separation After Allegations
August 2010
Other Business ActivitiesSells Insurance

Emmet is an insurance agent selling fixed annuities and other annuity products since 2008, dedicating a few hours per week. He also prepares taxes for individuals and small businesses, spends minimal time as a FINRA arbitrator, owns commercial rental property, and provides notary services.

Employment History
Current Registrations
Trustmont Advisory Group, INC.
August 2010 - Present · 15 yrs 8 mos
Trustmont Financial Group, INC.
August 2010 - Present · 15 yrs 8 mos
Trustmont Financial Group, INC.Broker
August 2010 - Present · 15 yrs 8 mos
Previous Registrations
Novus Advisors
September 2011 - June 2013 · 1 yr 9 mos
Raymond James Financial Services Advisors, INC
September 2009 - August 2010 · 11 mos
Raymond James Financial Services, INC.Broker
September 2009 - August 2010 · 11 mos
Cic Advisers, LLC
September 2008 - September 2009 · 1 yr
Capital Investment Group, INC.Broker
September 2008 - September 2009 · 1 yr
Suntrust Investment Services, INC.
July 2007 - September 2008 · 1 yr 2 mos
Suntrust Investment Services, INC.Broker
July 2007 - September 2008 · 1 yr 2 mos
Wachovia Securities, LLCBroker
July 2003 - July 2007 · 4 yrs
Wachovia Securities, LLC
August 2000 - July 2007 · 6 yrs 11 mos
Prudential Securities IncorporatedBroker
June 2000 - July 2003 · 3 yrs 1 mo
Dean Witter Reynolds INC.Broker
June 1998 - July 2000 · 2 yrs 1 mo
State Registrations10 states
CAGAMAMDMEMNNCNYSCTN
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.