Leon
Sirvaitis
Triad Advisors LLC
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About this Advisor
Leon Sirvaitis is a financial advisor who works out of Colorado Springs, Colorado with a total of 4 years of industry experience. Sirvaitis works at Triad Advisors LLC. Sirvaitis has gained experience at Triad Advisors and J.J.B. Hilliard, W.L. Lyons, Inc. Sirvaitis has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Colorado and Nevada. Triad Advisors LLC is a registered investment company based out of Peachtree Corners, GA. The firm has offices in 75 locations and a total of 1,629 employees. It manages $2 billion in total assets among its 10,769 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves four charities and foundations. Of its 10,769 customer accounts, just 6% are held by high-net-worth clients who have more than $1 million in assets available to invest. The firm performs a diverse range 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 advisory fees usually vary depending on which services the firm provides the client. However, fees charged by Triad Advisors LLC may include 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
Leon Sirvaitis Work History
Leon has been registered as a financial advisor for 4 years.*
Triad Advisors
J.J.B. Hilliard, W.L. Lyons, 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 Leon Sirvaitis 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
North Wilkesboro, NC
Scottsdale, AZ
Blue Ridge, GA
Peachtree Corners, GA
Clear Water, FL
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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