Daniel Philip Hamilton

Trustmont Advisory Group, INC.

5 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningTax PlanningEstate PlanningBusiness Owners

Trustmont Advisory Group, INC.

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

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.

Other Business ActivitiesSells Insurance

Daniel operates under the DBA Hamilton Group, focusing on new business acquisition, account management, and research, dedicating a full-time amount of time during securities trading hours. He also assists with investment and insurance services at Mid America Group-Northeast, Inc. full-time during securities trading hours, and serves as Vice President/General Management for both entities.

Employment History

Current Registrations

Trustmont Financial Group, INC.Broker

April 2021 - Present · 4 yrs 10 mos

Trustmont Advisory Group, INC.

November 2020 - Present · 5 yrs 3 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.