Unclaimed Profile

Craig Robert Smith

TRIAD ADVISORS, INC.·NORCROSS, Georgia

SIE, Series 4, Series 7, Series 24, Series 63TRIAD ADVISORS, INC.

5185 PEACHTREE PARKWAY, NORCROSS, GA 30092CRD# 2001589Firm CRD# 25803

Profile Verification

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

Identity

Craig Robert Smith · NORCROSS, GA

Registration

CRD #2001589 · TRIAD ADVISORS, INC.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 63

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

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 Craig Robert Smith offer?

Craig Robert Smith specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NORCROSS, Georgia for a consultation.

What are Craig Robert Smith's credentials?

Craig Robert Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Craig Robert Smith located?

Craig Robert Smith is based in NORCROSS, Georgia, working with TRIAD ADVISORS, INC.. Their office serves clients in the NORCROSS metropolitan area and surrounding communities.

How does Craig Robert Smith charge for services?

Craig Robert Smith'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, INC.?

TRIAD ADVISORS, INC. 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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