Paul Tramontano (CRD# 1248719) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Greenwich, CT and has over 40 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 4632189
Sarsi, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cresset Asset Management, LLC | Greenwich, CT | Apr 2023 - Current | 1 |
| First Republic Securities Company, LLC | Greenwich, CT | May 2017 - Apr 2023 | 5 |
| First Republic Investment Management, Inc. | Greenwich, CT | May 2017 - Apr 2023 | 5 |
| First Republic Investment Management, Inc. | New York, NY | Sep 2015 - May 2017 | 1 |
| First Republic Securities Company, LLC | New York, NY | Sep 2015 - May 2017 | 1 |
| Constellation Wealth Advisors LLC | New York, NY | Apr 2007 - Dec 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1983 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2015 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CT
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Total Assets Under Management43,670MILLIONS
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Total Number of Accounts3,929ACCOUNTS
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Average Account Value$11,114,819
- A percentage of assets under your management
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