Role at Cresset Asset Management
- Title on Schedule A
- Member, Board of Directors CCM
- Control
- Paul Tramontano is not a control person of Cresset Asset Management.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Paul Tramontano has held the filed role since December 2023.
The firm
Form ADV filed 13 August 2026
Career on record
Paul Tramontano has been registered through Cresset Asset Management since April 2023, and before that through Constellation Wealth Advisors LLC.
- – present · 3 years, · Adviser representative · Firm CRD 288566
- Passed Series 9, Series 10 and Series 52TO · 2023
- Passed SIE · 2018
- First Republic Investment Management, Inc.– · 8 yearsGreenwich, CT · Adviser representative · Firm CRD 108559
- Passed Series 65 · 2015
- Constellation Wealth Advisors LLC– · 4 yearsNew York, NY · Adviser representative · Firm CRD 142502
- Passed Series 53 · 2008
- Passed Series 3, Series 24 and Series 4 · 2007
- Passed Series 8 · 1991
- Passed Series 7 · 1984
- Passed Series 63 · 1983
Registrations and exams
Paul Tramontano has a current investment-adviser registration in Connecticut, Florida, New York and Texas and has passed 12 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| Connecticut | Investment adviser representative | Approved | 21 April 2023 |
| Florida | Investment adviser representative | Approved | 18 May 2023 |
| New York | Investment adviser representative | Approved | 1 August 2023 |
| Texas | Investment adviser representative | Approved, resident | 23 November 2025 |
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved, resident
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 September 2015 |
| Series 63 | Uniform Securities Agent State Law Examination | 14 December 1983 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 2 January 2023 |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 2 January 2023 |
| Series 53 | Municipal Securities Principal Examination | 15 February 2008 |
| Series 4 | Registered Options Principal Examination | 24 July 2007 |
| Series 24 | General Securities Principal Examination | 6 July 2007 |
| Series 8 | General Securities Sales Supervisor Examination (Options Module & General Module) | 3 October 1991 |
| Series 52TO | Municipal Securities Representative Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | 1 October 2018 |
| Series 3 | National Commodity Futures Examination | 24 February 2007 |
| Series 7 | General Securities Representative Examination | 17 March 1984 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- Municipal Securities Principal Examination
- Name
- Registered Options Principal Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Sales Supervisor Examination (Options Module & General Module)
- Name
- Municipal Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- National Commodity Futures Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Paul Eric Tramontano
- CRD
- 1248719
- Registration status
- Investment adviser registration
- Firm bio
- cressetcapital.com
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Background
Cresset identifies Paul E. Tramontano as an executive managing director and wealth advisor, and says he joined in April 2023. The firm says he serves on Cresset Capital Management’s board. Official firm biography page
Education
- He graduated from Villanova University with a Bachelor of Science in Accounting. He completed the Certified Investment Management program at the University of Pennsylvania Wharton School of Business.Official firm biography page
Common questions
Where does Paul Tramontano work?
Paul Tramontano has been Member, Board of Directors CCM of Cresset Asset Management, LLC since December 2023.
Is Paul Tramontano a financial advisor?
Yes. Paul Tramontano has a current investment-adviser registration in Connecticut, Florida, New York and Texas, through Cresset Asset Management since April 2023, as of 17 October 2026.
How many years of experience does Paul Tramontano have?
Paul Tramontano has worked in the financial industry for 42 years as of 17 October 2026, counted from 27 March 1984, across 3 adviser firms.
What exams has Paul Tramontano passed?
Paul Tramontano has passed 12 licensing exams: the Series 63, Series 7, Series 8, Series 3, Series 24, Series 4, Series 53, Series 65, SIE, Series 9, Series 10 and Series 52TO. The earliest, the Series 63, was passed in December 1983.
Where did Paul Tramontano work before Cresset Asset Management?
Before Cresset Asset Management, Paul Tramontano was registered through Constellation Wealth Advisors LLC, June 2011 to November 2015.
Leadership at Cresset Asset Management
- Susan HamiltonMember, Chief Executive Officer
- Michael CostabileExecutive Managing Director, Chief Financial Officer
- Amy HongExecutive Managing Director, Chief Operating Officer & Chief Compliance Officer
- Jack AblinExecutive Managing Director, Founding Partner & Chief Investment Strategist
- John AmboianMember, Board of Directors CCM
- Eric BeckerMember, Board of Directors CCM
- Brenton DurhamMember, Board of Directors CCM
- Karl HeckenbergMember, Board of Directors CCM
- Jessica MalkinExecutive Managing Director, Chief Growth Officer
- Douglas ReganFounding Partner & Co-Chairman
- Mayo ShattuckMember, Board of Directors CCM
- Michael SilvermanExecutive Managing Director, Chief Investment Officer
- Avy SteinMember, Board of Directors CCM