Trust Advisory Group Ltd

Trust Advisory Group Ltd (CRD# 106926) is a financial advisory firm headquartered in Woburn, MA. They manage $312,109,134 in 1,365 accounts and serve the financial needs of clients across 28 states (or territories).

By the Numbers
  • Total Assets Under Management
    312
    MILLION
  • Total Number of Accounts
    1,365
    ACCOUNTS
  • Average Account Value
    $228,651
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CT, DC, FL, GA, IL, KY, MA, MD, ME, MI, MT, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI

Financial Advisors at Trust Advisory Group Ltd
Showing 1 - 10 of 52 top financial advisors.
1
Luigi A. Altieri
CRD#: 4046055
West Newton, MA

Luigi Altieri (CRD# 4046055) is an Investment Advisor Representative working at Trust Advisory Group Ltd in West Newton, MA and has over 20 years of experience in the finance industry.

2
Steven M. Apostolides
CRD#: 5629251
444 Washington Street, Suite 407, Woburn, MA 01801

Steven Apostolides (CRD# 5629251) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Woburn, MA and has over 5 years of experience in the finance industry.

3
Thomas D. Bacon
CRD#: 1957332
Hudson, MA

Thomas Bacon (CRD# 1957332) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Hudson, MA and has over 30 years of experience in the finance industry.

4
Charles S. Barker
CRD#: 816649
W Dennis, MA

Charles Barker (CRD# 816649) is an Investment Advisor Representative working at Trust Advisory Group Ltd in W Dennis, MA and has over 20 years of experience in the finance industry.

5
Patrick J. Barrett
CRD#: 3157009
1109 Washington Street, Weymouth, MA 02189

Patrick Barrett (CRD# 3157009) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Weymouth, MA and has over 21 years of experience in the finance industry. Patrick Barrett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Ronald D. Birnbaum
CRD#: 2382580
One Gateway Center Suite 350, Newton, MA 02458

Ronald Birnbaum (CRD# 2382580) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Newton, MA and has over 26 years of experience in the finance industry.

7
Harvey I. Bloom
CRD#: 2639844
310 Cameo Dr, Massapequa, NY 11758

Harvey Bloom (CRD# 2639844) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Massapequa, NY and has over 24 years of experience in the finance industry.

8
John R. Cadigan
CRD#: 1321127
444 Washington Street, Suite 407, Woburn, MA 01801

John Cadigan (CRD# 1321127) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Woburn, MA and has over 34 years of experience in the finance industry.

9
Peter P. Cahill
CRD#: 2891582
Orange, CT

Peter Cahill (CRD# 2891582) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Orange, CT and has over 22 years of experience in the finance industry.

10
Wilder D. Carnes
CRD#: 2891466
Westport, CT

Wilder Carnes (CRD# 2891466) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Westport, CT and has over 22 years of experience in the finance industry.

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