Third Dimension Advisors, LLC

Third Dimension Advisors, LLC (CRD# 194518) is a financial advisory firm headquartered in Cary, NC. They manage $8,900,000 in 36 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    36
    ACCOUNTS
  • Average Account Value
    $247,222
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Third Dimension Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Robert S. Prati
CRD#: 6657819
1000 Centregreen Way, Suite 200, Cary, NC 27513
88
Wealthminder
score

Robert Prati (CRD# 6657819) is an Investment Advisor Representative working at Third Dimension Advisors, LLC in Cary, NC and has 1 year of experience in the finance industry.

2
Garrett D. Layell
CRD#: 5726118
1000 Centregreen Way, Suite 200, Cary, NC 27513
86
Wealthminder
score

Garrett Layell (CRD# 5726118) is an Investment Advisor Representative working at Third Dimension Advisors, LLC in Cary, NC and has over 8 years of experience in the finance industry. Garrett Layell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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