Advisor at Trustmont Advisory Group, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Confluence, PA 15424
Credentials
Series 63, Series 65
Industry experience
28 years
Mary Petrucci is a financial advisor with Trustmont Advisory Group, Inc. in Confluence, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Trustmont Financial Group, Inc. since 2000 and has been self-employed since 1998. Outside of advising, she is involved in tax consulting and preparation, and serves as a tax collector for her local community. Trustmont Advisory Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering financial planning, investment advice, and discretionary portfolio management. The firm employs a long-term investment outlook, incorporates public research and adviser judgment, and manages approximately $1.1 billion in discretionary assets as of the end of 2024.
Based on Trustmont Advisory Group, Inc.
Financial plan fees up to $5,000; seminar fees up to $100; account setup fees up to $100 per account, max $200 per household
Up to 2% annually
Commissions earned on trades, mutual funds, ETFs, variable annuities, and insurance products; amounts vary.
Up to $500 per hour, negotiable
710 Oden Street
Confluence, PA 15424
Pennsylvania
Trustmont Financial Group, Inc.
2000 - Present (26 years)
SELF EMPLOYED
1998 - Present (28 years)
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Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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