Triad Advisors
Triad Advisors

Triad Advisors Information

Contact top employees from Triad Advisors

Summary

Triad Advisors is a private company that has been in the industry for 28 years. The company currently specializes in the Financial Services area. The position of the President & CEO is occupied by Jeff Rosenthal. Its headquarters is located at Norcross, Georgia, USA. The number of employees ranges from 100 to 250. The annual revenue of Triad Advisors varies between 5.0M and 25M. To connect with Triad Advisors employee register on SignalHire.

Social Links

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Phone Number

800-720-4003

Industries

Headquarters Location

5155 Peachtree Parkway, Suite 3220, Norcross, GA, 30092 US

Employees Size

100-200 employees

Specialties

Independent Broker/Dealer, Registered Investment Advisor, Hybrid Advisors, Hybrid RIA, Service and Support, Total Wealth Management, Supporting Independent Financial Professionals

SIC Code

6199

DMA Code

Atlanta Metropolitan Area

Founded

1998

Estimated Annual Revenue

$5.0M - 25M

Operating Status

Independent Company

Employees Turnover 4 quarter 2025

Number of employees switched from or switched to
arrow
Total number all of employee turnover
Length of Employment
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Employee tenure at Triad Advisors shows a diverse range of experience levels:
2% for 1–2 years10% for 3–4 years18% for 5–7 years12% for 8–10 years58% have over 11 years of service at Triad Advisors
Ex-employees positions
In Company
In New Company
Contact top employees from Triad Advisors
Rachel Geib
commissions coordinator
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Ernie Strauss
Senior Vice President / Chief Compliance Officer
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Greg Kalosieh
Vice President of Relationship Management
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Mary Flatley
Vice President Advisory Services
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Missy Nelson
VP, Relationship Management
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Robert Hamm
Financial Advisor
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Michael
Technology and Facilities Manager
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Bob Miller
Financial Advisor
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Heidi Adams
Customer Support Specialist
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Kayla Hoskins
Technology Specialist
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Robbie Obrien
Wealth Management Advisor
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Curt Caserta CLU®
Registered Representative
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Leslie Cuccia
Relationship Consultant
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Geraldine Salmon
Client Support Lead
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David Kass
Senior Equity Trader
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T Boyd Domm
Fixed Income Trader
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Ryan Schumaker
VP, Technology Solutions Consultant
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Kristen Tricarico
Compliance Analyst
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Christine Wolf
Technology Specialist
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Inez Lipman
Financial Advisor, Investment Advisory Representative
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David McAlister
Financial Advisor
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Lee Duckworth
Registered Representative
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Jason Sigmon
Technical Project Lead
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Jeffrey St John
SVP, Director of Technology
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ashton hayes
Relationship Management Support
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FAQ

The headquarters of Triad Advisors are located in Norcross, United States.
The current CEO of Triad Advisors is Jeff Rosenthal
You can contact Triad Advisors by phone at 800-720-4003.
Triad Advisors currently employs 100-200 people.
Triad Advisors's revenue is approximately 19.9M.

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