Audrey Bobbi Treloar

Employer firm

Ladenburg Thalmann Asset Management Inc CRD 108604

$6.68B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• PROVIDE MODEL RECOMMENDATIONS TO OTHER RIAS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2020 → 05/2022
  The Vanguard Group, Inc.
  Charlotte, NC
• 03/2020 → 06/2020
  Enterprise-Rent-A-Car
  Rock Hill, SC
• 11/2019 → 03/2020
  Enterprise-Rent-A-Car
  Fort Mill, SC
• 06/2019 → 11/2019
  Enterprise-Rent-A-Car
  Charlotte, NC
• 01/2019 → 06/2019
  Enterprise-Rent-A-Car
  Martinsville, IN
• 09/2018 → 01/2019
  Enterprise-Rent-A-Car
  Fishers, IN
• 11/2017 → 09/2018
  Enterprise-Rent-A-Car
  Indianapolis, IN
• 08/2017 → 11/2017
  Enterprise-Rent-A-Car
  Indianapolis, IN
• 07/2017 → 08/2017
  Unemployed
  Indianapolis, IN
• 08/2013 → 06/2017
  Butler University
  Indianapolis, IN
• 03/2016 → 09/2016
  Klimek Law Firm
  Indianapolis, IN
• 04/2016 → 09/2016
  Indianapolis Indians
  Indianapolis, IN
• 07/2017 → 07/2017
  Adp
  Indianapolis, IN
• 06/2022 → Present
  Ladenburg Thalmann & Co.
  New York, NY

Other Businesses

Rental Property ( 422 Southend Crossing Lane, Charlotte NC 28203); Start date: June 2022; App 1 hr per month spent on business; Management company handles maintenance / communications with tenants; Rental compensation; LLC formed on 08/10/23 New York Cares; 39 Broadway 27th Floor, New York, NY 10006; Volunteer; Start date: 01/11/24; App 1 hr a week- non business hrs; No compensation

Exams

• S66 Uniform Combined State Law Examination
  2023-08-31
• S63 Uniform Securities Agent State Law Examination
  2020-10-21

Other Names

• Audrey Gosnell
• Audrey Bobbi Gosnell
• Audrey Treloar
• Audrey Bobbi Gosnell