LTS: Triad Advisors Adds Continuum Advisory
Dec 7, 2017 14:12:31 GMT
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Post by icemandios on Dec 7, 2017 14:12:31 GMT
Triad Advisors Welcomes Continuum Advisory To Its Platform
Move By Firm With $900 Million in Client Assets Highlights Triad's Expertise in Driving Growth For Hybrid Advisors
ATLANTA, Dec. 7, 2017 /PRNewswire/ -- Triad Advisors, Inc. ("Triad" or "the Firm"), the leading independent advisory and brokerage firm supporting independent hybrid financial advisors and hybrid registered investment advisory (RIA) firms, today announced the successful transition of Continuum Advisory LLC ("Continuum Advisory") to its brokerage and hybrid RIA custodial platforms. Continuum Advisory is an independent financial advisory firm with approximately $900 million in total advisory and brokerage client assets. Triad Advisors is a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE American: LTS; LTS PrA)
Based in Pleasanton, California, Continuum Advisory offers comprehensive wealth management solutions, encompassing both brokerage solutions and fee-based advisory business provided through its own RIA. The firm was founded April 1, 2016 and consists of 16 advisors, including the partners Brian Damiani, Mike Kelly, Tim Kerrigan as well as the Chief Compliance Officer Jon Sullivan, who together comprise its executive leadership team. Continuum has offices in nine states and serves high-net-worth and mass affluent clients across the country, with an emphasis on holistic financial planning, risk management and wealth management services for retirees and pre-retirees.
Nathan Stibbs, Executive Vice President and Chief Strategy Officer at Triad Advisors, said, "We are very excited to welcome Continuum Advisory to the Triad family and look forward to supporting their continued growth and expansion. At Triad, we are highly selective and we strive to partner with organizations that are innovative, entrepreneurial and have significant potential for growth. The leadership team at Continuum perfectly embodies these criteria which makes them a natural fit for our firm."
Tim Kerrigan, Managing Partner of Continuum Advisory, said, "We are delighted to join the Triad Advisors platform. From our first meeting with their team, it was apparent that Triad not only shares our passion for client service but is committed to acting as a true empowering partner as we continue to work to ensure that our advisors enjoy great freedom and flexibility in how they run their businesses. We were also immediately attracted to Triad's boutique service culture, along with the vast resources made available through its parent company, Ladenburg Thalmann. We cannot wait to get started."
Mr. Stibbs concluded, "Continuum Advisory's decision to affiliate with Triad further validates our reputation as an ideal partner for large and mid-sized hybrid advisory firms and as the industry continues to evolve we expect more advisors to adopt this model."
About Triad Advisors
Headquartered in Atlanta, GA, Triad Advisors, Inc. is a national, independent advisory and brokerage firm as well as a multi-custodial SEC-Registered Investment Adviser (RIA) that is an early pioneer and continued leader in the Hybrid RIA marketplace. The company provides a comprehensive platform of products, trading and technology systems, as well as customized wealth management solutions. Recognized as one of the most successful and fastest-growing independent firms in the industry (including being named the leading firm for Hybrid RIAs eight years in a row by Investment Advisor magazine), Triad Advisors is a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE American: LTS; LTS PrA). For more information, please visit www.triad-advisors.com.
About Continuum Advisory LLC
Continuum Advisory was created on the principals of support, creativity and flexibility to truly be a partner for tomorrow. Allowing advisors to be on the cutting edge of a constantly changing financial world allows them to stay ahead of the game through partnerships with custodians, investment managers and other advisors. Continuum understands that every advisor is different and allows them to have a say in the route taken moving forward. Investors who allow Continuum Advisory to be the focal point of their portfolio gain access industry leading technology and ideas that come from our colleagues across the country.
Move By Firm With $900 Million in Client Assets Highlights Triad's Expertise in Driving Growth For Hybrid Advisors
ATLANTA, Dec. 7, 2017 /PRNewswire/ -- Triad Advisors, Inc. ("Triad" or "the Firm"), the leading independent advisory and brokerage firm supporting independent hybrid financial advisors and hybrid registered investment advisory (RIA) firms, today announced the successful transition of Continuum Advisory LLC ("Continuum Advisory") to its brokerage and hybrid RIA custodial platforms. Continuum Advisory is an independent financial advisory firm with approximately $900 million in total advisory and brokerage client assets. Triad Advisors is a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE American: LTS; LTS PrA)
Based in Pleasanton, California, Continuum Advisory offers comprehensive wealth management solutions, encompassing both brokerage solutions and fee-based advisory business provided through its own RIA. The firm was founded April 1, 2016 and consists of 16 advisors, including the partners Brian Damiani, Mike Kelly, Tim Kerrigan as well as the Chief Compliance Officer Jon Sullivan, who together comprise its executive leadership team. Continuum has offices in nine states and serves high-net-worth and mass affluent clients across the country, with an emphasis on holistic financial planning, risk management and wealth management services for retirees and pre-retirees.
Nathan Stibbs, Executive Vice President and Chief Strategy Officer at Triad Advisors, said, "We are very excited to welcome Continuum Advisory to the Triad family and look forward to supporting their continued growth and expansion. At Triad, we are highly selective and we strive to partner with organizations that are innovative, entrepreneurial and have significant potential for growth. The leadership team at Continuum perfectly embodies these criteria which makes them a natural fit for our firm."
Tim Kerrigan, Managing Partner of Continuum Advisory, said, "We are delighted to join the Triad Advisors platform. From our first meeting with their team, it was apparent that Triad not only shares our passion for client service but is committed to acting as a true empowering partner as we continue to work to ensure that our advisors enjoy great freedom and flexibility in how they run their businesses. We were also immediately attracted to Triad's boutique service culture, along with the vast resources made available through its parent company, Ladenburg Thalmann. We cannot wait to get started."
Mr. Stibbs concluded, "Continuum Advisory's decision to affiliate with Triad further validates our reputation as an ideal partner for large and mid-sized hybrid advisory firms and as the industry continues to evolve we expect more advisors to adopt this model."
About Triad Advisors
Headquartered in Atlanta, GA, Triad Advisors, Inc. is a national, independent advisory and brokerage firm as well as a multi-custodial SEC-Registered Investment Adviser (RIA) that is an early pioneer and continued leader in the Hybrid RIA marketplace. The company provides a comprehensive platform of products, trading and technology systems, as well as customized wealth management solutions. Recognized as one of the most successful and fastest-growing independent firms in the industry (including being named the leading firm for Hybrid RIAs eight years in a row by Investment Advisor magazine), Triad Advisors is a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE American: LTS; LTS PrA). For more information, please visit www.triad-advisors.com.
About Continuum Advisory LLC
Continuum Advisory was created on the principals of support, creativity and flexibility to truly be a partner for tomorrow. Allowing advisors to be on the cutting edge of a constantly changing financial world allows them to stay ahead of the game through partnerships with custodians, investment managers and other advisors. Continuum understands that every advisor is different and allows them to have a say in the route taken moving forward. Investors who allow Continuum Advisory to be the focal point of their portfolio gain access industry leading technology and ideas that come from our colleagues across the country.