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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Tramontano is a financial advisor at Cresset Asset Management, LLC, based in Greenwich, CT. Paul has over 30 years of experience in the financial services industry. He is a registered investment advisor and has a strong background in portfolio management for individuals, businesses and pooled investment vehicles. Paul specializes in financial planning, pension consulting, educational seminars, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
08/01/2023 - Present
Cresset Asset Management, LLC (West Palm Beach FL)
CT
09/30/2015 - 05/17/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (Greenwich CT)
NY
04/13/2007 - 12/07/2015
CONSTELLATION WEALTH ADVISORS LLC (NEW YORK NY)
NY
03/05/1990 - 04/26/2007
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
03/28/1984 - 03/15/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 09/03/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/15/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/24/2007
Series 4 - Registered Options Principal Examination
BC
Issued 07/06/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/03/1991
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2007
Series 3 - National Commodity Futures Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
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