Audrey
Treloar
Ladenburg Thalmann Asset Management Inc
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About this Advisor
Audrey Treloar is a financial advisor based in New York, New York, working with Ladenburg Thalmann Asset Management Inc. Audrey has previously held positions at The Vanguard Group, Inc, Enterprise-Rent-A-Car, Butler University, Klimek Law Firm, Indianapolis Indians, William Morris Endeavor, Stone Oven Inc, Adp, Sunrise Cafe, The Boulevard Nursery School, Butler Health And Recreation Complex, and Ladenburg Thalmann & Co. Audrey has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in New York. Currently, Audrey is part of Ladenburg Thalmann Asset Management Inc, which operates out of New York, New York. The firm has 2 offices and 37 employees. The firm manages assets totaling $4.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Ladenburg Thalmann Asset Management Inc includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ladenburg Thalmann Asset Management Inc Brokerage Details
$4,318,838,175
37
3,133
$1,378,499
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Audrey Treloar Work History
Ladenburg Thalmann & Co
The Vanguard Group, Inc
Enterprise-Rent-A-Car
Enterprise-Rent-A-Car
Enterprise-Rent-A-Car
Enterprise-Rent-A-Car
Enterprise-Rent-A-Car
Enterprise-Rent-A-Car
Enterprise-Rent-A-Car
Adp
Klimek Law Firm
Indianapolis Indians
Sunrise Cafe
William Morris Endeavor
Stone Oven Inc
Stone Oven Inc
Butler Health And Recreation Complex
The Boulevard Nursery School
Butler University
Disclosures
Please visit the SEC profile of Audrey Treloar to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ladenburg Thalmann Asset Management Inc
New York, NY
New York, NY
New York, NY
New York, NY
Highlands Ranch, CO
New York, NY
New York, NY
Naples, FL
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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