Audrey Treloar (CRD# 7293461) is an Investment Advisor Representative working at Ladenburg Thalmann Asset Management Inc. in New York, NY and has over 3 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ladenburg Thalmann & Company | New York, NY | Jun 2022 - Current | 1 |
| The Vanguard Group, Inc. | Charlotte, NC | Sep 2020 - May 2022 | 1 |
| Enterprise-rent-a-car | Rock Hill, SC | Mar 2020 - Jun 2020 | < 1 |
| Enterprise-rent-a-car | Fort Mill, SC | Nov 2019 - Mar 2020 | < 1 |
| Enterprise-rent-a-car | Charlotte, NC | Jun 2019 - Nov 2019 | < 1 |
| Enterprise-rent-a-car | Martinsville, IN | Jan 2019 - Jun 2019 | < 1 |
| Enterprise-rent-a-car | Fishers, IN | Sep 2018 - Jan 2019 | < 1 |
| Enterprise-rent-a-car | Indianapolis, IN | Nov 2017 - Sep 2018 | < 1 |
| Enterprise-rent-a-car | Indianapolis, IN | Aug 2017 - Nov 2017 | < 1 |
| Unemployed | Indianapolis, IN | Jul 2017 - Aug 2017 | < 1 |
| Adp | Indianapolis, IN | Jul 2017 - Jul 2017 | < 1 |
| Butler University | Indianapolis, IN | Aug 2013 - Jun 2017 | 3 |
| Indianapolis Indians | Indianapolis, IN | Apr 2016 - Sep 2016 | < 1 |
| Klimek Law Firm | Indianapolis, IN | Mar 2016 - Sep 2016 | < 1 |
| Sunrise Cafe | Indianapolis, IN | Jul 2016 - Jul 2016 | < 1 |
| Butler Health And Recreation Complex | Indianapolis, IN | Oct 2015 - Jun 2016 | < 1 |
| Stone Oven Inc. | Thousand Oaks, CA | Dec 2015 - Dec 2015 | < 1 |
| William Morris Endeavor | Beverly Hills, CA | Jun 2015 - Aug 2015 | < 1 |
| Stone Oven Inc. | Thousand Oaks, CA | Jun 2015 - Aug 2015 | < 1 |
| The Boulevard Nursery School | Woodland Hills, CA | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2023 |
| S63 | Uniform Securities State Law Examination | Oct 2020 |
- NY
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Total Assets Under Management4,319MILLIONS
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Total Number of Accounts3,133ACCOUNTS
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Average Account Value$1,378,499
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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