Benefield Financial — GREENSBURG, PA
Marketing BrandRegistered Investment Advisory services offered through Trustmont Advisory Group, Inc., 200 Brush Run Road, Suite A, Greensburg, PA, 15601 Phone: 724-468-5665 ... Operating under TRUSTMONT ADVISORY GROUP, INC. (CRD #106015).
Why This Matters
A marketing brand is the name a financial advisor uses with clients. It is often different from the SEC-registered firm that is legally responsible for their conduct and your money.
When you search for “Benefield Financial,” you won't find it on the SEC or FINRA websites. That's because the regulatory entity is TRUSTMONT ADVISORY GROUP, INC.. Any disclosures, complaints, or regulatory actions are filed under the firm — not the brand.
Source: SEC Form ADV filings and FINRA BrokerCheck
The Relationship
TRUSTMONT ADVISORY GROUP, INC.
CRD 106015 · Dual
Brand Information
Inherited Transparency Score
Marketing brands inherit the transparency score of their registered parent firm. This score is not specific to Benefield Financial — it reflects the regulatory profile of TRUSTMONT ADVISORY GROUP, INC..
What This Means
The firm behind this brand has average transparency. Some areas of their regulatory filings could be more detailed. Consider reviewing the full firm profile.
This places them in the 4th percentile of all scored firms.
This firm's disclosure quality is in the industry's middle range. The full firm profile shows exactly which filings could say more.
See full score breakdownRegulatory Context
Regulatory oversight is under TRUSTMONT ADVISORY GROUP, INC.
Any complaints, disclosures, or disciplinary actions are filed against the registered firm — not the marketing brand. Always check the firm's record, not just the brand name.
1 of 64 firm advisors use this brand
TRUSTMONT ADVISORY GROUP, INC. has 64 total registered advisors. Only 1 operates under the Benefield Financial brand name.
Verify before you trust
A polished brand name doesn't guarantee quality advice. Check the firm's full regulatory profile and each advisor's individual score before making decisions.
Advisors Under This Brand(1)
These advisors use the Benefield Financial brand name with their clients. Each has their own individual transparency score based on their personal regulatory record.