Unclaimed Profile

Amir Joseph Lauber

TRIAD ADVISORS, LLC·NORCROSS, Georgia

SIE, Series 4, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 65, Series 66Clean record5 years registeredTRIAD ADVISORS, LLC

5155 PEACHTREE PARKWAY, NORCROSS, GA 30092CRD# 3108857Firm CRD# 25803

Profile Verification

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

Identity

Amir Joseph Lauber · NORCROSS, GA

Registration

CRD #3108857 · TRIAD ADVISORS, LLC · 5 years registered

Brand Profile

Not yet started

Career History

STONEX ADVISORS INC.

Apr 2023 – present

TRIAD ADVISORS, LLC

Sep 2020 – Jul 2022

NORCROSS, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 65

Series 66

Registration record

First registered · September 14, 2020

Years registered · 5

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 Amir Joseph Lauber offer?

Amir Joseph Lauber specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NORCROSS, Georgia for a consultation.

What are Amir Joseph Lauber's credentials?

Amir Joseph Lauber is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Amir Joseph Lauber located?

Amir Joseph Lauber is based in NORCROSS, Georgia, working with TRIAD ADVISORS, LLC. Their office serves clients in the NORCROSS metropolitan area and surrounding communities.

How does Amir Joseph Lauber charge for services?

Amir Joseph Lauber'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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