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Andrew Thomas Trammell

Trammell Wealth

Wellington, FL

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Current Employers
Trammell Wealth

Wellington, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-08-22
  • FL RA
    APPROVED
    Since 2025-08-22

Branch Locations

Wellington, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cary Stamp & Company Tequesta FL 12/2018 11/2021
City Of Boca Raton Boca Raton FL 05/2007 11/2018
Zurich Awes Financial Management, Llc Christiansted VI 12/2021 06/2025
Trammell Wealth Llc Wellington FL 05/2025 Present
  • 12/2018 → 11/2021
    Cary Stamp & Company
    Tequesta, FL
  • 05/2007 → 11/2018
    City Of Boca Raton
    Boca Raton, FL
  • 12/2021 → 06/2025
    Zurich Awes Financial Management, Llc
    Christiansted, VI
  • 05/2025 → Present
    Trammell Wealth Llc
    Wellington, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-07-13
  • S65 Uniform Investment Adviser Law Examination
    2020-07-13
Designations
Other Names
  • Andrew Thomas Trammell

View on SEC IAPD

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