CG
CG

Cherie Lynn Grecko

1 Year of Experience
Sells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningBusiness Owners
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

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Location

Scenic Drive Professional Center, 200 Brush Run Rd 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 ActivitiesSells Insurance

Cherie works as a bartender and server at Jiggers Pub, dedicating about a quarter of her time. She also works as an operations administrator for PWR Planners LLC, which involves securities, insurance, and investment advisory services, taking up more than full-time hours.

Employment History
Current Registrations
Trustmont Advisory Group, INC.
January 2024 - Present · 2 yrs 1 mo
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.