Unclaimed Profile

Max Richard House

TRUSTMONT ADVISORY GROUP, INC.·GREENSBURG, Pennsylvania

SIE, Series 6, Series 7, Series 22, Series 63Clean record17 years registeredTRUSTMONT ADVISORY GROUP, INC.

SCENIC DRIVE PROFESSIONAL CENTER, GREENSBURG, PA 15601CRD# 1268232Firm CRD# 106015

Profile Verification

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

Identity

Max Richard House · GREENSBURG, PA

Registration

CRD #1268232 · TRUSTMONT ADVISORY GROUP, INC. · 17 years registered

Brand Profile

Not yet started

Career History

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Oct 2018 – present

TRUSTMONT ADVISORY GROUP, INC.

Aug 2008 – Oct 2018

CONNELSVILLE, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 63

Registration record

First registered · August 27, 2008

Years registered · 17

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 Max Richard House offer?

Max Richard House specializes in Financial Planning, Investment Management. Contact their office in GREENSBURG, Pennsylvania for a consultation.

What are Max Richard House's credentials?

Max Richard House is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Max Richard House located?

Max Richard House 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 Max Richard House charge for services?

Max Richard House'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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