Thomas
Trela
Maryland Financial Group, Inc
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About this Advisor
Thomas Trela is a financial advisor based in Lutherville Timonium, Maryland, working with Maryland Financial Group, Inc. Thomas has previously held positions at 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. Thomas has passed the Series 66 regulatory exam and is registered to provide services in Maryland. Currently, Thomas is part of Maryland Financial Group, Inc, which operates out of Lutherville Timonium, Maryland. The firm has 18 offices and 40 employees. The firm manages assets totaling $1.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Maryland Financial Group, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Maryland Financial Group, Inc Brokerage Details
$1,112,399,451
40
3,859
$288,261
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Thomas Trela Work History
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
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
Mount Pleasant, SC
Lutherville Timonium, MD
Mount Pleasant, SC
Mount Pleasant, SC
Mount Pleasant, SC
Marietta, GA
Jacksonville, FL
Rockville, MD
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