Thomas
Trela
Maryland Financial Group, Inc
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About this Advisor
Thomas Trela is a financial advisor who works in Lutherville Timonium, Maryland with a total of 2 years of industry experience. Trela is an employee of Maryland Financial Group, Inc. Throughout their career, they have worked at Thomas Trela-Self Employed, Guardian Life Insurance Co, Park Avenue Securities LLC, Mml Investors Services, Massmutual, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Maryland Financial Group, Inc Dba Trela Vacaccio & Associates and Lpl Financial, LLC. Trela maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Maryland. Maryland Financial Group, Inc is a company based out of Rockville, MD. The firm has offices in 18 locations and a total of 40 advisors. It has $976 million in assets between its 3,666 client accounts, placing it among the larger financial advisory firms in the country by assets under management. The firm provides financial advice to nine charities and foundations. Of its 3,666 client accounts, 38% belong to high-net-worth clients who have more than $1 million in assets available to invest. Maryland Financial Group, Inc has a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors usually vary depending on the services. However, fee types charged by Maryland Financial Group, Inc likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Maryland Financial Group, Inc Brokerage Details
$975,955,345
40
3,666
$266,218
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Thomas Trela Work History
Thomas has been registered as a financial advisor for 2 years.*
Maryland Financial Group, Inc Dba Trela Vacaccio & Associates
Lpl Financial, LLC
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Mml Investors Services
Massmutual
Guardian Life Insurance Co
Park Avenue Securities LLC
Thomas Trela-Self Employed
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Thomas Trela to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Maryland Financial Group, Inc
Jacksonville, FL
Rockville, MD
Mount Pleasant, SC
Lutherville Timonium, MD
Rockville, MD
Mount Pleasant, SC
Rockville, MD
Jacksonville, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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