William Balint
Investment adviser representative at Trustmont Advisory Group, Inc.
26 yearsExperience
1 stateRegistered in
$1.4BFirm assets
38 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
26 years in the industry.
- Trustmont Advisory Group, Inc.Sep 2025 to now
- Trustmont Financial GroupApr 2025 to now
- Vanderbilt Financial GroupNov 2024 to Apr 2025
- Osaic Wealth, Inc.Sep 2023 to Nov 2024
- Sagepoint Financial, Inc.Feb 2018 to Sep 2023
- MML Investors Services.Oct 2000 to Feb 2018
- Massmutual Life Insurance CompanyOct 2000 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (MA).
Trustmont Advisory Group, Inc.
$1.4BAssets managed
4,322Clients
63Advisers
38 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2480303
- Firm CRD
- 106015