Gretchen P Straczewski
Investment adviser representative at Tred Avon Family Wealth, LLC
10 yearsExperience
1 stateRegistered in
$431.9MFirm assets
10 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Tred Avon Family Wealth, LLCJan 2025 to now
- UnemployedSep 2024 to Dec 2024
- Aloha FoundationJun 2024 to Aug 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2021 to May 2024
- The Montessori School of Northern VirginiaJun 2016 to Oct 2021
- Aloha Hive CampJun 2016 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (MD).
Tred Avon Family Wealth, LLC
$431.9MAssets managed
347Clients
2Advisers
10 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
- 7459401
- Firm CRD
- 174115