Unclaimed Profile

Paul Eric Tramontano

CRESSET ASSET MANAGEMENT, LLC·CHICAGO, Illinois

SIE, Series 3, Series 4, Series 7, Series 8, Series 9, Series 10, Series 24, Series 52TO, Series 53, Series 63, Series 6515 years registeredCRESSET ASSET MANAGEMENT, LLC

444 W. LAKE STREET, CHICAGO, IL 60606CRD# 1248719Firm CRD# 288566

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Paul Eric Tramontano · CHICAGO, IL

Registration

CRD #1248719 · CRESSET ASSET MANAGEMENT, LLC · 15 years registered

Brand Profile

Not yet started

Career History

CRESSET ASSET MANAGEMENT, LLC

Apr 2023 – present

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

Sep 2015 – May 2023

Greenwich, CT

CONSTELLATION WEALTH ADVISORS LLC

Jun 2011 – Nov 2015

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 4

Series 7

Series 8

Series 9

Series 10

Series 24

Series 52TO

Series 53

Series 63

Series 65

Registration record

First registered · June 30, 2011

Years registered · 15

Disclosure History

2003Customer Dispute·Closed-No Action

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CRESSET ASSET MANAGEMENT, LLC

CRD 288566 · SEC 801-110753

AUM

$52.5B

Regulatory assets under management

Employees

402

3,961 client accounts

Services offered by CRESSET ASSET MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CRESSET ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Paul Eric Tramontano offer?

Paul Eric Tramontano specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.

What are Paul Eric Tramontano's credentials?

Paul Eric Tramontano is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul Eric Tramontano located?

Paul Eric Tramontano is based in CHICAGO, Illinois, working with CRESSET ASSET MANAGEMENT, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.

How does Paul Eric Tramontano charge for services?

Paul Eric Tramontano's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CRESSET ASSET MANAGEMENT, LLC?

CRESSET ASSET MANAGEMENT, LLC has approximately 402 employees and manages $52.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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