Unclaimed Profile

Peter Daniel Dochinez

TRUSTMONT ADVISORY GROUP, INC.·GREENSBURG, Pennsylvania

SIE, Series 6, Series 6TO, Series 7, Series 7TO, Series 24, Series 27, Series 52TO, Series 53, Series 63, Series 79TO, Series 99TOCFP25 years registeredTRUSTMONT ADVISORY GROUP, INC.

SCENIC DRIVE PROFESSIONAL CENTER, GREENSBURG, PA 15601CRD# 1062112Firm CRD# 106015

Profile Verification

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

Identity

Peter Daniel Dochinez · GREENSBURG, PA

Registration

CRD #1062112 · TRUSTMONT ADVISORY GROUP, INC. · 25 years registered

Brand Profile

Not yet started

Career History

TRUSTMONT ADVISORY GROUP, INC.

Mar 2001 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 6TO

Series 7

Series 7TO

Series 24

Series 27

Series 52TO

Series 53

Series 63

Series 79TO

Series 99TO

Registration record

First registered · March 30, 2001

Years registered · 25

Professional designation · CFP

Disclosure History

2017Customer Dispute·Settled

2011Regulatory·Final

2004Customer Dispute·Settled

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 Peter Daniel Dochinez offer?

Peter Daniel Dochinez specializes in Financial Planning, Investment Management. Contact their office in GREENSBURG, Pennsylvania for a consultation.

What are Peter Daniel Dochinez's credentials?

Peter Daniel Dochinez holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Peter Daniel Dochinez located?

Peter Daniel Dochinez 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 Peter Daniel Dochinez charge for services?

Peter Daniel Dochinez'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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