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Audrey Bobbi Treloar

Ladenburg Thalmann Asset Management Inc.

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About Audrey Bobbi Treloar

Audrey Bobbi Treloar is a registered investment advisor representative with Ladenburg Thalmann Asset Management Inc. She has been in the financial industry for over 2 years and is currently licensed in New York. Audrey Bobbi Treloar specializes in providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. She is also a registered representative with Ladenburg Thalmann Asset Management Inc. and has been with the firm since June 2022. In addition to her work as an investment advisor, Audrey Bobbi Treloar is a volunteer with the Mayor's Office of Immigrant Affairs.

Firm Information

Audrey Treloar is currently registered with Ladenburg Thalmann Asset Management Inc.. Ladenburg Thalmann Asset Management Inc. is an investment advisor headquartered in NEW YORK, NY. The firm provides portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. They also provide model recommendations to other RIAs. The firm has approximately $4.3 billion in regulatory assets under management.
Ladenburg Thalmann Asset Management Inc.

640 FIFTH AVENUE

NEW YORK, NY 10019

$4.32B

Assets Under Management

Not reported

Total Clients

20

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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provide model recommendations to other rias

Provide model recommendations to other rias

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Audrey Treloar’s Registration & Firm History

NY

09/01/2023 - Present

Ladenburg Thalmann Asset Management Inc. (New York NY)

NC

12/08/2020 - 05/24/2022

VANGUARD MARKETING CORPORATION (CHARLOTTE NC)

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Licenses & Designations

BOTH

Issued 08/31/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/21/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/08/2020

Series 7TO - General Securities Representative Examination

BC

Issued 08/07/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Audrey Bobbi Treloar.
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