Triad

Triad Adds $900 Million Firm from Signator

Continuum Advisory has joined the Atlanta-based independent broker/dealer.

Atlanta-based Triad Advisors, an independent broker/dealer owned by Ladenburg Thalmann Financial Services, has recruited Continuum Advisory, a Pleasanton, Calif.-based RIA with over $900 million in assets, from Signator.

Continuum has offices in nine states, and its 16 advisors primarily serve high-net-worth and mass affluent clients across the U.S. The firm provides holistic financial planning, risk management and wealth management for retirees and pre-retirees, encompassing both brokerage and fee-based advisory business provided through its own RIA.

“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,” said Tim Kerrigan, managing and founding partner of Continuum Advisory. “We were also immediately attracted to Triad’s boutique service culture, along with the vast resources made available through its parent company, Ladenburg Thalmann.”

A few weeks ago, Triad announced its recruitment of GCG Financial, an Illinois-based advisory with $1.5 billion in client assets, from Securian Financial Services.

 

 

 

 

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