Gretchen P Straczewski
Investment Adviser Representative at TRED AVON Family Wealth, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Gretchen P. Straczewski is an investment adviser representative with TRED AVON Family Wealth, LLC in Easton, MD, where they have been registered since 2025. They have worked in the securities industry since 2023 and were previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Maryland.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Maryland
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2021 – May 2024Easton, MD
- The Montessori School of Northern VirginiaJun 2016 – Oct 2021Annandale, VA
- Aloha Hive CampJun 2016 – Aug 2019Fairlee, VT
- Tred Avon Family Wealth, LLCJan 2025 – no end date reportedEaston, MD
- Aloha FoundationJun 2024 – Aug 2024Fairlee, VT
- UnemployedSep 2024 – Dec 2024Easton, MD
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About TRED AVON Family Wealth, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investment and portfolio oversight, cash flow management, financial reporting consolidation, family accounting, expense management and bill paying, property and staff management, estate and trust planning, philanthropy, gifting and impact investing, family business consulting, and advisor coordination. Services range from single-purpose planning such as retirement income or college funding to all-encompassing lifetime financial planning.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 2
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Easton, MD
- Founded:
- 2014
- SEC file number:
- 801-106937
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 25, 2026
View full firm profileOther advisors at TRED AVON Family Wealth, LLC
1 other advisor in the directory
View TRED AVON Family Wealth, LLC firm profileSimilar advisors in Easton, MD
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Gretchen P Straczewski has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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