Audrey Treloar is a registered investment advisor at Ladenburg Thalmann Asset Management INC, based in New York, NY, with 5 years of industry experience. Audrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,334 clients with $5.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ladenburg Thalmann Asset Management manages investments through various programs and separately managed accounts. Fees for these services are determined by the specific program or agreement and are subject to negotiation. Details and fee schedules for Ladenburg-sponsored programs are available upon request. For separately managed accounts, fees are generally charged quarterly, either in advance or in arrears, as specified in the client agreement.
Location
465 Columbus Ave #10A, New York, NY, 10024
Get directionsHistory
Regulatory History
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.
Learn about disclosures →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
Ladenburg Thalmann & CO. INC.
Ladenburg Thalmann & CO. INC.Broker
Previous Registrations
Vanguard Marketing CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.