TRIAD ADVISORS, LLC

ATLANTA, Georgia·17 registered advisors·CRD# 25803
SEC# 801-5551880800-720-4003
01

Firm Overview

AUM
$1.1B
Regulatory assets under management
Employees
2530
Total firm employees
Advisors
17
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at TRIAD ADVISORS, LLC

17 registered advisors
Amir Joseph Lauber
NORCROSS, Georgia
Asela Mantecon
NORCROSS, Georgia
Bernard Andre Breton
NORCROSS, Georgia
Christopher Lendell Tyner
NORCROSS, Georgia
Craig Robert Smith
NORCROSS, Georgia
Cynthia Tia Roberson
NORCROSS, Georgia
Harold Gerard Chaffee
ATLANTA, Georgia
Jason Gerb
ATLANTA, Georgia
Jeffrey Lin Rosenthal
ATLANTA, Georgia
Jeffrey Neal Miller
NORCROSS, Georgia
Kirsten Renata Bosch
NORCROSS, Georgia
Marilyn Theresa Hosten
NORCROSS, Georgia
Mark Christian Mettelman
NORCROSS, Georgia
Melissa Tarentino
NORCROSS, Georgia
Paul Douglas Grinsteinner
NORCROSS, Georgia
Robert William Bruderman
NORCROSS, Georgia
William Larry Feiler
NORCROSS, Georgia
05

Office Locations

NORCROSS, Georgia
14 advisors
ATLANTA, Georgia
3 advisors

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Data sourced from SEC Form ADV filings. TRIAD ADVISORS, LLC (CRD# 25803) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.