Triad Advisors Recruits $750 Million Advisory Firm from LPL Financial
Triad Advisors LLC, a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE: LTS), has recruited Boston-area independent advisory firm Pinnacle Private Wealth to its broker-dealer and hybrid RIA custodial platforms.
Triad Advisors LLC, a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE: LTS), has recruited Boston-area independent advisory firm Pinnacle Private Wealth to its broker-dealer and hybrid RIA custodial platforms. Pinnacle joined Triad from LPL Financial and has more than $750 million in total advisory and brokerage client assets.
Headquartered in Woburn, Massachusetts, Pinnacle Private Wealth is an independent financial advisory firm with seven financial advisors and three support staff that provide financial planning, investment and risk management, and retirement planning services for pre-retirees and high-net-worth individuals.
“Dan Cotton and Myles Dudley have built a talented and experienced team of advisors and other professionals who share our vision of providing clients across the country with consistently sterling service,” said Nathan Stibbs, executive vice president and chief strategy officer at Triad Advisors. Pinnacle has grown tremendously in the nine years they have been in business, and they have impressive plans to continue their expansion in the years ahead.”
Headquartered in Atlanta, GA, Triad Advisors is a national, independent advisory and brokerage firm as well as a multi-custodial registered investment adviser. The company provides a comprehensive platform of products, trading and technology systems, as well as customized wealth management solutions.
