AT
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Audrey Bobbi Treloar

4 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
20 advisors
Number of Clients
3,334 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$5.6B

Fee Structure

Financial Planning:Investment management only
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Location

465 Columbus Ave #10A, New York, NY, 10024

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Audrey volunteers at the Mayor's Office of Immigrant Affairs and New York Cares, dedicating a few hours per week in total. Audrey also owns rental property, spending minimal time on it per month.

Employment History
Current Registrations
Ladenburg Thalmann Asset Management INC
September 2023 - Present · 2 yrs 5 mos
Ladenburg Thalmann & CO. INC.
June 2022 - Present · 3 yrs 8 mos
Ladenburg Thalmann & CO. INC.Broker
June 2022 - Present · 3 yrs 8 mos
Previous Registrations
Vanguard Marketing CorporationBroker
December 2020 - May 2022 · 1 yr 5 mos
State Registrations1 state
NY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.