Advisor at Trust Advisory Group Ltd
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Trust Advisory Group Ltd
Location
South Yarmouth, MA 02664
Credentials
Series 63, Series 66
Industry experience
41 years
Bernard Nugent is a financial advisor with Trust Advisory Group Ltd, holding Series 63 and Series 66 designations and bringing 41 years of industry experience. He has been with Trust Advisory Group Ltd since 2010 and currently works with StoneX Securities Inc. Nugent is the sole owner and president of Investment Securities Group, an office he manages to support his advisory activities. Trust Advisory Group Ltd serves individual and high-net-worth clients as well as pension and retirement plan sponsors, offering portfolio management, financial planning, and consulting through a team of approximately 30 advisors managing around $494 million in discretionary assets. The firm employs a variety of investment strategies, including proprietary models and manager-of-managers approaches, and benefits from its recent acquisition by StoneX Advisors Inc., which provides unique affiliations affecting custody and clearing services.
Based on Trust Advisory Group Ltd
Based on Trust Advisory Group Ltd
Up to $5,000 fixed fee for Financial Planning; up to $10,000 fixed fee for Financial Consulting projects.
Up to $500 per hour for financial planning or consulting services.
Account minimum: $25,000 Minimum fee: Minimum Management Fee of 0.10% or $200, whichever is greater, per year per Advisory Account opened with SSI or Schwab ACS; $300 minimum for Unified Managed Accounts (UMA).
23 O2 White's Path Ste 01
South Yarmouth, MA 02664
Massachusetts
StoneX Securities Inc
2024 - Present (2 years)
Trust Advisory Group Ltd
2010 - Present (16 years)
Advisory Group Equity Services
2010 - 2024 (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Brewster, MA
Carey S. Roebuck Financial Services, LLC
Series 63, Series 65
Yarmouth Port, MA
Bogle Wealth Management, LLC
Series 65
Marstons Mills, MA
Starboard Wealth Management, LLC
CFP®
South Dennis, MA
Pier 42 Advisors
At Pier 42 Advisors, we understand that successful wealth planning is about more than just plugging numbers into a formula and generating a generic plan. Instead, it’s about taking the time to understand your specific needs and the “why” behind your motivations. Our goal is to serve as your trusted partner by working alongside you to incorporate your values, emotions, concerns and motivations into a tailored financial plan to guide your actions. By focusing primarily on building relationships, trust and understanding, we are better able to help you achieve your version of financial success, whatever that may be.
CFA®
East Dennis, MA
J. Williams Wealth Management, LLC
CFA®, Series 63, Series 66
Hyannis, MA
Sentinel Advisory Corp
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")