Audrey Bieber Drossner

Current Employers

Employment History

• 06/2008 → 12/2023
  Symphonic Financial Advisors Llc
  New York, NY
• 06/2008 → 12/2023
  Symphonic Securities
  New York, NY
• 12/2023 → Present
  Summit Financial, Llc
  Parsippany, NJ

Previous Registrations

• 2008-06-27 → 2023-12-20
  Symphonic Financial Advisors Llc
  New York, NY
  Lutherville, MD
  Delray Beach, FL
• 2006-09-13 → 2008-06-25
  1St Global Advisors Inc
  Sparks, MD
• 2006-10-10 → 2008-06-24
  Sc&H Wealth
  Hunt Valley, MD
• 2006-02-21 → 2006-04-24
  Citigroup Global Markets Inc.
  New York, NY
• 2001-02-26 → 2006-02-21
  Legg Mason Wood Walker, Incorporated
  Baltimore, MD

Other Businesses

(1) Name:Legal Shield Investment-related:No Address:P.O. Box 2629 Ada, Ok 74821-2629; Nature:Sale of prepaid legal services and identity theft protection to corporate executives and other individuals as needed, Position, title, or relationship:Agent; Start date:01/01/16, # of hours/month:1 # of hours during securities trading hours:0, Duties:Process applications. (2) NAME OF BUSINESS-Trustee, Alice Grier Johnston Revocable Trust; INVESTMENT RELATED-Yes; BUSINESS ADDRESS-2330 W. Joppa Road, Lutherville, Md. 21093; NATURE OF BUSINESS-Personal trust for paying bills; POSITION-Trustee; START DATE-12/01/2018; HOURS PER MONTH-20; HOURS DURING TRADING-4; DUTIES-Paying bills. (3) NAME OF BUSINESS-Lisa Stephens Revocable Living Trust; INVESTMENT RELATED-Yes; BUSINESS ADDRESS-2330 W. Joppa Road, Suite 107A, Lutherville, Md. 21093; NATURE OF BUSINESS-Managing assets; POSITION-Trustee; START DATE-01/01/2020; HOURS PER MONTH-5; HOURS DURING TRADING-5; DUTIES-Trustee. (4) NAME OF BUSINESS-Roberts Family Trust; INVESTMENT RELATED-Yes; BUSINESS ADDRESS-4475 N. Ocean Blvd, Unit 202 Delray Beach FL 33484; NATURE OF BUSINESS-Managing assets, oversee the trust for all aspects; POSITION-Trustee; START DATE-2008; HOURS PER MONTH-10-15; HOURS DURING TRADING-40 hours per month. (5) Offers Insurance As A Broker Or Agent Through Numerous Insurance Companies. Some Sales Are Through SRM, An Affiliated Company Which Is Licensed To Sell Various Insurance Products. Ms. Drossner Earns Both Cash And Non-Cash Compensation Based On Sales Of These Products. (6) Oracle Capital Strategies, LLC: Not Investment related: Accounting firm; Owner and member located at 2330 W. Joppa Road, Suite 107A, Lutherville MD 21093. Start : 2009; Duties include accounting and tax returns; 40 hours a month are devoted to this outside activity; 2 hours a day during securities trading hours. (7) 3A Hickman Street: Position: Owner / Lessor; Investment-related; Real Estate rental property purchased in 2024; rental income; Address: 5 Hickman Street Unit 3A, Rehoboth Beach, DE.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-01-25
• S63 Uniform Securities Agent State Law Examination
  1987-08-25

Other Names

• Audrey Bieber Drossner
• Audrey Beiber Drossner