Unclaimed Profile

Patrick Noel Rush

TRIAD FINANCIAL ADVISORS, INC.·GREENSBORO, North Carolina

Series 3, Series 7, Series 24, Series 63, Series 65Clean record25 years registeredTRIAD FINANCIAL ADVISORS, INC.

3623 N. ELM STREET, GREENSBORO, NC 27455CRD# 2639709Firm CRD# 118583

Profile Verification

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

Identity

Patrick Noel Rush · GREENSBORO, NC

Registration

CRD #2639709 · TRIAD FINANCIAL ADVISORS, INC. · 25 years registered

Brand Profile

Not yet started

Career History

ONEDIGITAL

Sep 2023 – present

TRIAD FINANCIAL ADVISORS, INC.

Aug 2012 – Dec 2023

GREENSBORO, NC

DONNELLY STEEN & COMPANY

Apr 2011 – Aug 2012

WILMINGTON, DE

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jan 2007 – Apr 2011

GREENSBORO, NC

FTB ADVISORS, INC.

Sep 2002 – Jan 2007

GREENSBORO, NC

WORLD EQUITY GROUP, INC.

Jul 2001 – Sep 2002

ARLINGTON HEIGHTS, IL

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · July 27, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRIAD FINANCIAL ADVISORS, INC.

CRD 118583 · SEC 801-80645

AUM

$863M

Regulatory assets under management

Employees

2,470 client accounts

Services offered by TRIAD FINANCIAL ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

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 FINANCIAL ADVISORS, INC. →

Introduction

Speak with Patrick

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Patrick is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in GREENSBORO?

Browse all registered financial advisors in GREENSBORO, North Carolina or claim this profile if it's yours.

Browse GREENSBORO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Patrick Noel Rush offer?

Patrick Noel Rush specializes in Financial Planning, Investment Management. Contact their office in GREENSBORO, North Carolina for a consultation.

What are Patrick Noel Rush's credentials?

Patrick Noel Rush is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patrick Noel Rush located?

Patrick Noel Rush is based in GREENSBORO, North Carolina, working with TRIAD FINANCIAL ADVISORS, INC.. Their office serves clients in the GREENSBORO metropolitan area and surrounding communities.

How does Patrick Noel Rush charge for services?

Patrick Noel Rush's firm is compensated through percentage of aum, other: fee for monitoring 3rd party managers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRIAD FINANCIAL ADVISORS, INC.?

TRIAD FINANCIAL ADVISORS, INC. has approximately 19 employees and manages $863M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →