DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Audrey Bieber Drossner
Feed of 09/14/2026
Also filed as Audrey Bieber Drossner
At current firm
2 y
since Dec 18, 2023
In the industry
39 y
since Aug 25, 1987 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Summit Financial, LLC BD affiliated currentsince Dec 18, 2023 · Delray Beach, Fl
- Symphonic Financial Advisors LLC formerJun 27, 2008 to Dec 20, 2023 · New York, Ny
- Sc&H Wealth independent RIAOct 10, 2006 to Jun 24, 2008 · Hunt Valley, Md
- 1st Global Advisors Inc formerSep 13, 2006 to Jun 25, 2008 · Sparks, Md
- Citigroup Global Markets Inc. BD affiliatedFeb 21, 2006 to Apr 24, 2006 · New York, Ny
- Legg Mason Wood Walker, Incorporated unclassifiedFeb 26, 2001 to Feb 21, 2006 · Baltimore, Md
Moves
a registration end followed by a registration begin elsewhere
- Symphonic Financial Advisors LLC to Summit Financial, LLCleft Dec 20, 2023, registered Dec 18, 2023 (-2 days) · Other
- 1st Global Advisors Inc to Sc&H Wealthleft Jun 25, 2008, registered Oct 10, 2006 (-624 days) · Other
- Sc&H Wealth to Symphonic Financial Advisors LLCleft Jun 24, 2008, registered Jun 27, 2008 (3 days) · Other
- Citigroup Global Markets Inc. to 1st Global Advisors Incleft Apr 24, 2006, registered Sep 13, 2006 (142 days) · Other
- Legg Mason Wood Walker, Incorporated to Citigroup Global Markets Inc.left Feb 21, 2006, registered Feb 21, 2006 (0 days) · corporate re-registration, not a move
Signals
- Audrey Bieber Drossner left Symphonic Financial Advisors Llc for Summit Financial, Llc (registered 2023-12-18)Dec 20, 2023 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 39derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address