Unclaimed Profile

Donald John Barzak

TRUSTMONT ADVISORY GROUP, INC.·GREENSBURG, Pennsylvania

SIE, Series 6, Series 63ChFCClean record20 years registeredTRUSTMONT ADVISORY GROUP, INC.

SCENIC DRIVE PROFESSIONAL CENTER, GREENSBURG, PA 15601CRD# 1856590Firm CRD# 106015

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Donald John Barzak · GREENSBURG, PA

Registration

CRD #1856590 · TRUSTMONT ADVISORY GROUP, INC. · 20 years registered

Brand Profile

Not yet started

Career History

TRUSTMONT ADVISORY GROUP, INC.

Apr 2016 – present

WATERSTONE FINANCIAL GROUP, INC.

Feb 2006 – Aug 2009

CORTLAND, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Registration record

First registered · February 21, 2006

Years registered · 20

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

TRUSTMONT ADVISORY GROUP, INC.

CRD 106015 · SEC 801-30694

AUM

$919M

Regulatory assets under management

Employees

5,109 client accounts

Services offered by TRUSTMONT ADVISORY GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

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 TRUSTMONT ADVISORY GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Donald John Barzak offer?

Donald John Barzak specializes in Financial Planning, Investment Management. Contact their office in GREENSBURG, Pennsylvania for a consultation.

What are Donald John Barzak's credentials?

Donald John Barzak holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Donald John Barzak located?

Donald John Barzak is based in GREENSBURG, Pennsylvania, working with TRUSTMONT ADVISORY GROUP, INC.. Their office serves clients in the GREENSBURG metropolitan area and surrounding communities.

How does Donald John Barzak charge for services?

Donald John Barzak'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 TRUSTMONT ADVISORY GROUP, INC.?

TRUSTMONT ADVISORY GROUP, INC. has approximately 64 employees and manages $919M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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