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Joseph John Porzio

TRUST ADVISORY GROUP LTD·BIRMINGHAM, Alabama
SIE, Series 27, Series 72, Series 99TOClean recordTRUST ADVISORY GROUP LTD
2 PERIMETER PARK SOUTH, BIRMINGHAM, AL 35243CRD# 1319702Firm CRD# 106926

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph John Porzio · BIRMINGHAM, AL
Registration
CRD #1319702 · TRUST ADVISORY GROUP LTD
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 27
Series 72
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
TRUST ADVISORY GROUP LTD
CRD 106926 · SEC 801-46919
AUM
$560M
Regulatory assets under management
Employees
43
2,056 client accounts
Services offered by TRUST ADVISORY GROUP LTD
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TRUST ADVISORY GROUP LTD →
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Frequently Asked Questions

What services does Joseph John Porzio offer?
Joseph John Porzio specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BIRMINGHAM, Alabama for a consultation.
What are Joseph John Porzio's credentials?
Joseph John Porzio is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph John Porzio located?
Joseph John Porzio is based in BIRMINGHAM, Alabama, working with TRUST ADVISORY GROUP LTD. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.
How does Joseph John Porzio charge for services?
Joseph John Porzio's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRUST ADVISORY GROUP LTD?
TRUST ADVISORY GROUP LTD has approximately 43 employees and manages $560M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TRUST ADVISORY GROUP LTD

William Henry Mccance
READING, MA
Charles Martin Lyon
BIRMINGHAM, AL
John Francis Calvano
BIRMINGHAM, AL
Jay Wilson Carter
BIRMINGHAM, AL
Robert Kelly
READING, MA
William John Dunaway
BIRMINGHAM, AL

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Research
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