Triad Advisors Nabs Hybrid with $900 Million AUM

Triad Advisors Inc., the independent advisory and brokerage subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE: LTS), has added Continuum Advisory LLC 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. The firm was previously affiliated with Signator Investors.

Based in Pleasanton, California, Continuum Advisory offers both brokerage and fee-based advisory services 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.

“At Triad, we are highly selective and we strive to partner with organizations that are innovative, entrepreneurial and have significant potential for growth,” said Nathan Stibbs, executive vice president and chief strategy officer at Triad Advisors. “The leadership team at Continuum perfectly embodies these criteria which makes them a natural fit for our firm.”

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.

This is the second significant recruit to join Triad in recent weeks. Last month, The DI Wire reported that the firm added GCG Financial with approximately $1.5 billion to its brokerage and hybrid RIA custodial platforms.

Headquartered in Atlanta, Georgia, Triad Advisors is an independent advisory and brokerage firm as well as a multi-custodial SEC-registered investment adviser. The company provides a comprehensive platform of products, trading and technology systems, as well as customized wealth management solutions.

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