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Robert S. Tremlett

PARAMOUNT ASSOCIATES WEALTH MANAGEMENT
GREENWOOD VILLAGE, CO 80111
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CRD#: 4514583
RT
Robert Scott TremlettPARAMOUNT ASSOCIATES WEALTH MANAGEMENT

Professional summary

Robert Scott Tremlett, CFP®, ChFC®, who also goes by Scott Tremlett, is a registered financial advisor currently at PARAMOUNT ASSOCIATES WEALTH MANAGEMENT located in Greenwood Village, Colorado.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Robert has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 9 and Series 10 exams.

At a Glance

Always Fiduciary

Aliases

Scott Tremlett

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Scott Tremlett's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2013

ChFC®

Chartered Financial Consultant

Experience

Current

January 15, 2026 - Present

PARAMOUNT ASSOCIATES WEALTH MANAGEMENT

Office #1: 6400 S. Fiddlers Green Circle #1310, Greenwood Village, CO 80111
RIA
CRD#: 288537
GREENWOOD VILLAGE, CO
Past

June 27, 2017 - September 7, 2017

SGMA CAPITAL MARKETS LIMITED

BD
CRD#: 135327
NEW YORK, NY
Past

June 26, 2017 - December 31, 2025

PARAMOUNT ASSOCIATES WEALTH MANAGEMENT

RIA
CRD#: 288537
GREENWOOD VILLAGE, CO
Past

October 23, 2014 - June 30, 2017

WADDELL & REED

RIA
CRD#: 866
DENVER, CO
Past

October 23, 2014 - June 30, 2017

WADDELL & REED

BD
CRD#: 866
DENVER, CO
Past

June 13, 2008 - October 3, 2014

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
DENVER, CO
Past

January 31, 2008 - October 3, 2014

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
DENVER, CO
Past

April 2, 2007 - June 8, 2007

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
WAUWATOSA, WI
Past

February 18, 2004 - April 2, 2007

MORGAN STANLEY DW INC.

BD
CRD#: 7556
WAUWATOSA, WI
Past

April 2, 2002 - January 14, 2004

STRONG INVESTMENTS, INC.

BD
CRD#: 15658
MENOMONEE FALLS, WI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PA
PARAMOUNT ASSOCIATES WEALTH MANAGEMENT
PARAMOUNT ASSOCIATES WEALTH MANAGEMENT | PARAMOUNT ASSOCIATES, LLC | PARAMOUNT ASSOCIATES WEALTH MANAGEMENT, LLC

CRD#: 288537 / SEC#: 801-125797

RIA
Registered Investment Advisory firm - (6/3/2022 Approved)
Colorado
Registered Investment Advisory firm - (6/29/2022 Terminated)
New Jersey
Registered Investment Advisory firm - (6/30/2022 Terminated)
New York
Registered Investment Advisory firm - (6/29/2022 Terminated)
Texas
Registered Investment Advisory firm - (6/29/2022 Terminated)
Wisconsin
Registered Investment Advisory firm - (6/29/2022 Terminated)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Colorado
(1/15/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/25/2004
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/11/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/7/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 3/3/2004
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 4/1/2002
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 9
Date: 5/24/2013
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 10
Date: 5/11/2013
General Securities Sales Supervisor - General Module Examination

Current Firm

PA
PARAMOUNT ASSOCIATES WEALTH MANAGEMENT
PARAMOUNT ASSOCIATES WEALTH MANAGEMENT | PARAMOUNT ASSOCIATES, LLC | PARAMOUNT ASSOCIATES WEALTH MANAGEMENT, LLC

CRD#: 288537 / SEC#: 801-125797

RIA
Registered Investment Advisory firm - (6/3/2022 Approved)
Colorado
Registered Investment Advisory firm - (6/29/2022 Terminated)
New Jersey
Registered Investment Advisory firm - (6/30/2022 Terminated)
New York
Registered Investment Advisory firm - (6/29/2022 Terminated)
Texas
Registered Investment Advisory firm - (6/29/2022 Terminated)
Wisconsin
Registered Investment Advisory firm - (6/29/2022 Terminated)
Loading...

Contact information

Main Address
6400 S. Fiddlers Green Circle #1310, Greenwood Village, CO 80111
Mailing Address
Phone number
(720) 921-1000
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A/2B BROCHURE (6/11/2025)
WRAP FEE BROCHURE (3/30/2025)

Regulatory assets under management

Total Number of Accounts501
AUM (Assets Under Management)$ 125,128,511

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PARAMOUNT ASSOCIATES WEALTH MANAGEMENT

CRD#: 288537Greenwood Village, CO 80111

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