Audrey
Drossner

Symphonic Financial Advisors LLC

CRD#1668825
Investment Advisor
in New York, NY
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About this Advisor

Audrey Drossner is a financial advisor based out of New York, New York, who has been in the advisory business for 10 years. Drossner works at Symphonic Financial Advisors LLC. Over the course of their career, Drossner has held roles at Symphonic Securities and Symphonic Financial Advisors LLC. Drossner has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in California, Florida, Kentucky, Maine, Maryland, New Jersey, North Carolina, Ohio, Pennsylvania and West Virginia. Symphonic Financial Advisors LLC is a business based in New York, New York. The firm has offices in 12 locations and a total of six advisors. It administers $132 million in assets under management between its 1,541 client accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm has a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advice usually are based on which services are provided. Fees charged by Symphonic Financial Advisors LLC likely are comprised of some blend of asset-based, hourly and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Commissions

Disclosures

No

Office Location

400 Park Avenue 10Th Floor
New York, NY 10022

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Symphonic Financial Advisors LLC Brokerage Details

Total Assets Under Management

$131,932,620

NY Average: $7,464,549,021
Total Number of Employees

6

NY Average: 88
Total Number of Accounts

1,541

NY Average: 3,892
Average Account Size

$85,615

NY Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Audrey Drossner Work History

Audrey has 10 years of experience.

2008 - Present (11 years)

Symphonic Securities

2008 - Present (11 years)

Symphonic Financial Advisors LLC

Disclosures

Audrey Drossner has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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