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Michelle Marie Adelsperger

Investment adviser representative at Trustmont Advisory Group, Inc.
35 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

35 years in the industry.

  1. Trustmont Advisory Group, Inc.Jan 2011 to now
  2. Trustmont Financial Group, Inc.Jul 2010 to now
  3. Scarano, Trump AdelspergerOct 1991 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law2003

State registrations

Registered as an investment adviser representative in 1 state (PA).

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
4700067
Firm CRD
106015
Advisor's SEC record (opens in a new tab)
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