Gretchen P. Straczewski

TRED AVON FAMILY WEALTH

EASTON, MD 21601

CRD#: 7459401

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Professional summary

Gretchen P Straczewski, who also goes by Gretchen Suzanne Purcell, Gretchen Purcell, is a registered financial advisor currently at TRED AVON FAMILY WEALTH, LLC located in Easton, Maryland.

Gretchen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Gretchen has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gretchen Suzanne Purcell | Gretchen Purcell

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gretchen P Straczewski's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 11, 2025 - Present

TRED AVON FAMILY WEALTH, LLC

Office #1: 8603 Commerce Drive Suite 7a, Easton, MD 21601

RIA

CRD#: 174115

EASTON, MD

Past

August 24, 2022 - June 7, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

EASTON, MD

Past

May 11, 2022 - June 7, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

EASTON, MD

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TRED AVON FAMILY WEALTH, LLC

CRD#: 174115 / SEC#: 801-106937

RIA

Registered Investment Advisory firm - (11/19/2015 Approved)

Maryland

Registered Investment Advisory firm - (1/8/2016 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maryland
(4/11/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/19/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/11/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 5/6/2022

Securities Industry Essentials Examination

Current Firm

TRED AVON FAMILY WEALTH, LLC

CRD#: 174115 / SEC#: 801-106937

RIA

Registered Investment Advisory firm - (11/19/2015 Approved)

Maryland

Registered Investment Advisory firm - (1/8/2016 Terminated)

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Contact information

Main Address

8603 Commerce Drive Suite 7a, Easton, MD 21601

Mailing Address

Phone number

(410) 310-2064

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A BROCHURE/PART 2B BROCHURE SUPPLEMENT (6/24/2025)

Regulatory assets under management

Total Number of Accounts	297
AUM (Assets Under Management)	$ 473,788,704

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
06/24/2024	Cover Page	Report
06/24/2024	Cover Page	Report
06/24/2024	Cover Page	Report
06/24/2024	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Gretchen P. Straczewski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gretchen P Straczewski's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRED AVON FAMILY WEALTH, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

TRED AVON FAMILY WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/19/2022

Series 7TO

Date: 5/11/2022

SIE

Date: 5/6/2022

Current Firm

TRED AVON FAMILY WEALTH, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TRED AVON FAMILY WEALTH, LLC

TRUST BUT VERIFY

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