Triad Hybrid Solutions, LLC

Triad Hybrid Solutions, LLC (CRD# 171070) is a financial advisory firm headquartered in Norcross, GA. They manage $134,400,000 in 1,155 accounts and serve the financial needs of clients across 40 states (or territories).

By the Numbers
  • Total Assets Under Management
    134
    MILLION
  • Total Number of Accounts
    1,155
    ACCOUNTS
  • Average Account Value
    $116,364
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
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.

AL, AR, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Triad Hybrid Solutions, LLC
Showing 1 - 10 of 21 top financial advisors.
1
Barbara E. Deitel
CRD#: 1196783
3300 Browns Mill Road, Suite 110, Johnson City, TN 37604
96
Wealthminder
score

Barbara Deitel (CRD# 1196783) is an Investment Advisor Representative working at Triad Hybrid Solutions, LLC in Johnson City, TN and has over 17 years of experience in the finance industry. Barbara Deitel 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.

2
Uri Doolittle
CRD#: 1269069
104 Smith Street, Manlius, NY 13104
96
Wealthminder
score

Uri Doolittle (CRD# 1269069) is an Investment Advisor Representative working at Triad Hybrid Solutions, LLC in Manlius, NY and has over 31 years of experience in the finance industry. Uri Doolittle 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.

3
Robert F. Kernan
CRD#: 2362188
1001 Tilton Road, Suite 201, Northfield, NJ 08225
96
Wealthminder
score

Robert Kernan (CRD# 2362188) is an Investment Advisor Representative working at Triad Hybrid Solutions, LLC in Northfield, NJ and has over 22 years of experience in the finance industry. Robert Kernan 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.

4
Matthew J. Stephens
CRD#: 5578138
5155 Peachtree Parkway, Suite 3230, Norcross, GA 30092
96
Wealthminder
score

Matthew Stephens (CRD# 5578138) is an Investment Advisor Representative working at Triad Hybrid Solutions, LLC in Norcross, GA and has over 8 years of experience in the finance industry. Matthew Stephens 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.

5
Raymond B. Brown
CRD#: 5081299
20006 Detroit Road, Suite 203, Rocky River, OH 44116
93
Wealthminder
score

Raymond Brown (CRD# 5081299) is an Investment Advisor Representative working at Triad Hybrid Solutions, LLC in Rocky River, OH and has over 10 years of experience in the finance industry.

6
Jerod S. Coe
CRD#: 4965325
398 Carl Street, Unit 101, Wilmington, NC 28403
93
Wealthminder
score

Jerod Coe (CRD# 4965325) is an Investment Advisor Representative working at Triad Hybrid Solutions, LLC in Wilmington, NC and has over 11 years of experience in the finance industry.

7
John S. Coulter
CRD#: 5586157
104 Smith Street, Manlius, NY 13104
93
Wealthminder
score

John Coulter (CRD# 5586157) is an Investment Advisor Representative working at Triad Hybrid Solutions, LLC in Manlius, NY and has over 8 years of experience in the finance industry.

8
Brandon W. Haines
CRD#: 4450921
398 Carl Street, Unit 101, Wilmington, NC 28403
93
Wealthminder
score

Brandon Haines (CRD# 4450921) is an Investment Advisor Representative working at Triad Hybrid Solutions, LLC in Wilmington, NC and has over 15 years of experience in the finance industry.

9
Robert S. Hamm
CRD#: 1548704
15906 Mill Creek Blvd, #108b, Mill Creek, WA 98012
93
Wealthminder
score

Robert Hamm (CRD# 1548704) is an Investment Advisor Representative working at Triad Hybrid Solutions, LLC in Mill Creek, WA and has over 30 years of experience in the finance industry.

10
Mark W. Hills
CRD#: 5087304
104 Smith Street, Manlius, NY 13104
93
Wealthminder
score

Mark Hills (CRD# 5087304) is an Investment Advisor Representative working at Triad Hybrid Solutions, LLC in Manlius, NY and has over 10 years of experience in the finance industry.

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