Steven
Lichtblau
Triad Advisors LLC
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About this Advisor
Steven Lichtblau is a chartered financial consultant operating out of Scottsdale, Arizona who has 14 years of industry experience. Lichtblau works at Triad Advisors LLC. They have spent their entire time as a financial advisor at Triad Advisors Llc. Lichtblau has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Arizona, California, Colorado, Hawaii, Montana, Nevada, New Mexico, North Dakota, Oregon, Pennsylvania, Texas, Utah, Washington and Wisconsin. Triad Advisors LLC is a financial advisory business headquartered in Peachtree Corners, GA. It has offices in 75 locations and a total of 1,629 people on staff. It oversees $2 billion in assets under management among its 10,769 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides services to four charitable organizations. Of its 10,769 accounts, just 6% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Triad Advisors LLC performs a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules largely vary depending on which services the firm provides the client. However, fee types charged by Triad Advisors LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Triad Advisors LLC Brokerage Details
$2,248,734,411
1,629
10,769
$208,816
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Steven Lichtblau Work History
Steven has been registered as a financial advisor for 14 years.*
Triad Advisors, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Steven Lichtblau to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Triad Advisors, LLC
Peachtree Corners, GA
Peachtree Corners, GA
Peachtree Corners, GA
Peachtree Corners, GA
Sugar Land, TX
Peachtree Corners, GA
Blue Ridge, GA
Waycross, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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