Unclaimed Profile

Jeffrey Lin Rosenthal

TRIAD ADVISORS, LLC·ATLANTA, Georgia

SIE, Series 6, Series 7, Series 24, Series 63, Series 99TOClean recordTRIAD ADVISORS, LLC

2300 WINDY RIDGE PARKWAY, ATLANTA, GA 30339CRD# 2474795Firm CRD# 25803

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Lin Rosenthal · ATLANTA, GA

Registration

CRD #2474795 · TRIAD ADVISORS, LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 99TO

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRIAD ADVISORS, LLC

CRD 25803 · SEC 801-55518

AUM

$1.1B

Regulatory assets under management

Employees

2,530

4,228 client accounts

Services offered by TRIAD ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at TRIAD ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Lin Rosenthal offer?

Jeffrey Lin Rosenthal specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ATLANTA, Georgia for a consultation.

What are Jeffrey Lin Rosenthal's credentials?

Jeffrey Lin Rosenthal is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Lin Rosenthal located?

Jeffrey Lin Rosenthal is based in ATLANTA, Georgia, working with TRIAD ADVISORS, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does Jeffrey Lin Rosenthal charge for services?

Jeffrey Lin Rosenthal's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRIAD ADVISORS, LLC?

TRIAD ADVISORS, LLC has approximately 2530 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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