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.
Credentials
Series 66
Experience Industry experience
12 years
Location
Corry, PA 16407
Equitable Advisors
Institution
Roger Burlingame II is a Series 66-licensed financial advisor with 12 years of industry experience. He has been with Equitable Advisors since 2014, and previously worked at AxA Advisors for six years. He also operates an outside insurance brokerage business specializing in disability and term life insurance through UNUM. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a variety of advisory models and third-party asset managers, providing services that range from mutual funds to ERISA fiduciary consulting.
Based on Equitable Advisors
Based on Equitable Advisors
Financial planning fixed fees range from $250 to $25,000.
$0+: 0% for financial planning fees (not AUM based) $0+: 0.20% to 2.50% annually for asset management advisory services, depending on the LPL or TAMP program and asset levels as summarized in detailed tier chart $0+: 0.30% to 2.50% maximum annual advisory fees across various LPL programs and TAMPs, negotiable
Brokerage and insurance commissions are received when clients purchase such products separately from advisory services.
Financial planning hourly fees generally range from $100 to $400 per hour.
Minimum fee: Financial planning fixed fees range from $250 to $25,000 for new clients; follow-on reviews range from $250 to $12,500. Hourly rates range from $100 to $400 per hour. Fee-only: Financial planning fixed fees $250 to $25,000, hourly fees $100 to $400 per hour.
Corry, PA
13199 Us 6
Corry PA 16407
Advisors at this office
1
Pennsylvania
12 years of industry experience
Equitable Advisors
2014 - Present • 12 years
New York, NY
AxA Advisors
2014 - 2020 • 6 years
New York, NY
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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.
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.
Series 63
Corry, PA
Trustmont Advisory Group, Inc.
John Sonntag is a financial advisor with Trustmont Advisory Group, Inc. He holds a Series 63 designation and has 43 years of industry experience. Sonntag has been with Trustmont since 2009 and has also been self-employed since 1995. Outside of advising, he works as a general agent in life and health insurance sales. Trustmont Advisory Group serves individual and institutional clients, providing financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment approach based on public research, industry reports, and adviser judgment, managing approximately $1.1 billion in discretionary assets.
Series 63, Series 65
Corry, PA
Key Investment Services LLC
Jamie Alloway is a financial advisor with Key Investment Services LLC holding the Series 63 and Series 65 designations and two years of industry experience. Prior to joining Key Investment Services and KeyBank in 2025, Alloway worked at PNC Bank and Equitable Advisors. Outside of finance, Alloway has experience in the food service industry, having been involved with Valerios Italian Restaurant for seven years. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm utilizes a multi-provider model with discretionary implementation by Envestnet, while Key Wealth Chief Investment Office and third-party managers design strategist portfolios, serving clients mainly through non-discretionary models and integrated wrap-fee programs.
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