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Paula Marie Tremba

Captrust

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About Paula Marie Tremba

Paula Marie Tremba is an investment advisor representative who has been in the financial services industry for over 20 years. Paula is currently employed by Captrust, a firm providing advisory services with approximately $852 billion in regulatory assets under management. Prior to her current position, Paula worked for Private Wealth Advisors, Inc. and PWA Securities, Inc. in Greensburg, PA. Paula holds Series 66 and Series 7 licenses. Paula specializes in providing financial planning, pension consulting, portfolio management for individuals, businesses, and pooled investment vehicles, and selection of other advisers.

Firm Information

Paula Tremba is currently registered with Captrust. Captrust is an investment advisor with offices in Raleigh, NC. It has 718 investment adviser representatives and manages over $852 billion in client assets, primarily for high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. Captrust provides a wide range of financial planning and portfolio management services, including publication of periodicals, selection of other advisers, and portfolio management for businesses, individuals, and pooled investment vehicles.
Captrust

4208 SIX FORKS RD

RALEIGH, NC 27609

$852.17B

Assets Under Management

Not reported

Total Clients

700

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Paula Tremba’s Registration & Firm History

PA

01/19/2021 - Present

Captrust (Greensburg PA)

PA

01/04/2008 - 01/29/2019

PWA SECURITIES, INC. (GREENSBURG PA)

PA

05/07/1998 - 02/27/2008

BILL FEW SECURITIES, INC. (GREENSBURG PA)

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Licenses & Designations

BOTH

Issued 11/04/1998

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/06/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paula Marie Tremba.
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