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.
Media Contacts:
Joseph Kuo / Michael Dugan
Haven Tower Group
424 652 6520 ext. 101 or 424 652 6520 ext. 106
jkuo@haventower.com or mdugan@haventower.com
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SOURCE Triad Advisors, Inc.