Best Investors
Account
Sign in
Best Investors
Account
Sign in
Tremont Street Advisors, LLC CRD 172984
$69.2M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4440 W Main Street, League City, TX 77573 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-04-08 |
| TX | RA | APPROVED | 2014-12-02 |
Branch Locations
4440 W Main Street, League City, TX 77573 • United States
11550 Fuqua Suite 475, Houston, TX 77034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tremont Street Advisors, Llc | Galveston | TX | 12/2014 | Present |
| Tremont Street Insurance Services, Llc | League City | TX | 09/2014 | Present |
| Tremont Street Financial Group, Llc | League City | TX | 09/2014 | Present |
1) TREMONT STREET INSURANCE SERVICES, LLC; LEAGUE CITY, TX; OWNER/INSURANCE SERVICES; 09/2014; APPROX 30% OF TIME. 2) TREMONT STREET FINANCIAL GROUP, LLC; LEAGUE CITY, TX; MEMBER; TRAINING/ADMINISTRATION; 09/2014; APPROX LESS THAN 1% OF TIME. 3) COMMUNITIES IN SCHOOLS, INC. (CIS),NO,17225, LEAGUE CITY, TX; NON-INVESTMENT RELATED; PRESIDENT; SPENDS ABOUT 4 HOURS A MONTH OUTSIDE OF TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-29 |
Reach out to this advisor