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Thomas Tristany Trela

Maryland Financial Group, Inc.

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About Thomas Tristany Trela

Thomas Trela is a financial advisor with over 14 years of experience in the industry. Thomas has a broad range of experience in providing investment advice, including financial planning. Thomas currently works for Maryland Financial Group, Inc., an independent investment advisor firm. Thomas also has experience with several other firms, including Cambridge Investment Research, Inc., MML Investors Services, LLC, and Park Avenue Securities LLC.

Firm Information

Thomas Trela is currently registered with Maryland Financial Group, Inc.. Maryland Financial Group, Inc. is a financial advisory firm headquartered in Rockville, MD. They offer financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm manages over $1.11 billion in assets for over 3,859 clients and employs 37 investment adviser representatives.
Maryland Financial Group, Inc.

2600 TOWER OAKS BOULEVARD

ROCKVILLE, MD 20852

$1.11B

Assets Under Management

2

Total Clients

35

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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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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Thomas Trela’s Registration & Firm History

MD

07/29/2021 - Present

Maryland Financial Group, Inc. (ROCKVILLE MD)

MD

08/27/2018 - 08/03/2021

CAMBRIDGE INVESTMENT RESEARCH, INC. (Baltimore MD)

MD

09/02/2015 - 09/05/2018

MML INVESTORS SERVICES, LLC (HUNT VALLEY MD)

MD

07/07/2014 - 08/19/2015

PARK AVENUE SECURITIES LLC (SPARKS MD)

MD

12/01/2010 - 03/05/2012

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (BALTIMORE MD)

MD

12/01/2010 - 03/05/2012

MUTUAL OF AMERICA SECURITIES CORPORATION (BALTIMORE MD)

MD

12/14/2005 - 11/18/2010

T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)

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Licenses & Designations

BOTH

Issued 08/12/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/13/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 06/02/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas Tristany Trela.
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