Audrey Bobbi Treloar
Investment adviser representative at Ladenburg Thalmann Asset Management Inc
13 yearsExperience
1 stateRegistered in
$6.7BFirm assets
28 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Ladenburg Thalmann Asset Management IncSep 2023 to now
- Ladenburg Thalmann & Co.Jun 2022 to now
- The Vanguard Group, Inc.Sep 2020 to May 2022
- Enterprise-rent-a-carAug 2017 to Jun 2020
- UnemployedJul 2017 to Aug 2017
- AdpJul 2017 to Jul 2017
- Butler UniversityAug 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NY).
Ladenburg Thalmann Asset Management Inc
$6.7BAssets managed
3,154Clients
20Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7293461
- Firm CRD
- 108604