Unclaimed Profile

Cynthia Tia Roberson

TRIAD ADVISORS, LLC·NORCROSS, Georgia

SIE, Series 6, Series 7, Series 24, Series 26, Series 52TO, Series 53, Series 63, Series 66Clean record14 years registeredTRIAD ADVISORS, LLC

5155 PEACHTREE PARKWAY, NORCROSS, GA 30092CRD# 5118261Firm CRD# 25803

Profile Verification

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

Identity

Cynthia Tia Roberson · NORCROSS, GA

Registration

CRD #5118261 · TRIAD ADVISORS, LLC · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TRIAD ADVISORS, LLC

OSAIC WEALTH, INC.

Aug 2024 – Jun 2026

SCOTTSDALE, AZ

TRIAD ADVISORS, LLC

Mar 2018 – Aug 2024

ATLANTA, GA

NATIONWIDE SECURITIES, LLC

May 2012 – Mar 2018

Grandview Heights, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 26

Series 52TO

Series 53

Series 63

Series 66

Registration record

First registered · May 15, 2012

Years registered · 14

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 Cynthia Tia Roberson offer?

Cynthia Tia Roberson specializes in Financial Planning, Investment Management, Wealth Management.

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, last registered with TRIAD ADVISORS, LLC.

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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