Michael
Papa
Triad Hybrid Solutions, LLC
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About this Advisor
Michael Papa is a financial advisor operating in Colorado Springs, Colorado. Papa is an advisor for Triad Hybrid Solutions, LLC. During their career, Papa has held roles at Girard Securities, Spire Investment Partners, United Capital Financial Advisers, LLC, Cetera Advisor Networks LLC, Triad Hybrid Solutions, Triad Advisors and Spire Investment Partners LLC. Papa maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Alabama, Arizona, California, Colorado, Florida, Hawaii, North Carolina, South Carolina, Texas and Virginia. Triad Hybrid Solutions, LLC is a financial advisory firm based in Peachtree Corners, GA. The investment advisory business has offices in 56 locations and a total of 1,748 employees. It administers $5 billion in total assets among its 20,694 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 25 charities and foundations. Of its 20,694 customer accounts, just 7% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The company has a number of services, including 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. Fees for financial advice typically depend on which services the firm provides the client. Fees charged by Triad Hybrid Solutions, LLC most likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Triad Hybrid Solutions, LLC Brokerage Details
$4,629,147,942
1,748
20,694
$223,695
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
Michael Papa Work History
Michael has been registered as a financial advisor for 0 years.*
Triad Hybrid Solutions
Triad Advisors
Cetera Advisor Networks LLC
Spire Investment Partners LLC
Girard Securities
United Capital Financial Advisers, LLC
Spire Investment Partners
*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 Michael Papa 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 Hybrid Solutions, LLC
Lemoyne, PA
Lemoyne, PA
Peachtree Corners, GA
Lemoyne, PA
New York, NY
Lemoyne, PA
Appleton, WI
Peachtree Corners, 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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