Unclaimed Profile

Mark Christian Mettelman

TRIAD ADVISORS, LLC·NORCROSS, Georgia

SIE, Series 3, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 65, Series 99TOClean recordTRIAD ADVISORS, LLC

5155 PEACHTREE PARKWAY, NORCROSS, GA 30092CRD# 1159422Firm CRD# 25803

Profile Verification

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

Identity

Mark Christian Mettelman · NORCROSS, GA

Registration

CRD #1159422 · TRIAD ADVISORS, LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 65

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 Mark Christian Mettelman offer?

Mark Christian Mettelman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NORCROSS, Georgia for a consultation.

What are Mark Christian Mettelman's credentials?

Mark Christian Mettelman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Christian Mettelman located?

Mark Christian Mettelman is based in NORCROSS, Georgia, working with TRIAD ADVISORS, LLC. Their office serves clients in the NORCROSS metropolitan area and surrounding communities.

How does Mark Christian Mettelman charge for services?

Mark Christian Mettelman'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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