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Cynthia Tia Roberson

TRIAD ADVISORS, LLC·NORCROSS, Georgia
Unclaimed Profile
5155 PEACHTREE PARKWAY, NORCROSS, GA 30092CRD# 5118261Firm CRD# 25803
01

About

Cynthia Tia Roberson is a registered financial advisor based in NORCROSS, Georgia, affiliated with TRIAD ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
TRIAD ADVISORS, LLC
TRIAD ADVISORS, LLC
AUM
$1.1B
Regulatory assets under management
Employees
2530
Total firm employees
View all advisors at TRIAD ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5118261
Firm CRD# 25803
2 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Cynthia Tia Roberson offer?
Cynthia Tia Roberson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NORCROSS, Georgia for a consultation.
What are Cynthia Tia Roberson's credentials?
Cynthia Tia Roberson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cynthia Tia Roberson located?
Cynthia Tia Roberson is based in NORCROSS, Georgia, working with TRIAD ADVISORS, LLC. Their office serves clients in the NORCROSS metropolitan area and surrounding communities.
How does Cynthia Tia Roberson charge for services?
Cynthia Tia Roberson'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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Other advisors in NORCROSS
Mark Christian Mettelman — TRIAD ADVISORS, LLCRobert William Bruderman — TRIAD ADVISORS, LLCCraig Robert Smith — TRIAD ADVISORS, INC.Marilyn Theresa Hosten — TRIAD ADVISORS, LLCBernard Andre Breton — TRIAD ADVISORS, LLC
Nearby cities in Georgia
ATLANTA (1557)ALPHARETTA (158)MARIETTA (62)ROSWELL (47)DULUTH (41)
City Guides
ATLANTA GuideALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
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