Connor
Marsh

Triad Advisors LLC

CRD#6083236
Investment Advisor
in Jacksonville, FL

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About this Advisor

Connor Marsh is a financial advisor working out of Jacksonville, Florida, with 5 years of industry experience. Marsh works at Triad Advisors LLC. Throughout their career, Marsh has worked at Triad Advisors, Excalibur Financial Services and Regency Centers. Marsh holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in Alabama, California, Colorado, Delaware, Florida, Georgia, Kentucky, Massachusetts, Michigan, Minnesota, Mississippi, Nevada, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, West Virginia and Wisconsin. Triad Advisors LLC is a firm based out of Peachtree Corners, GA. The firm has offices in 75 locations and a total of 1,629 advisors. It oversees $2 billion in assets under management among its 10,769 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides financial advice to four charitable organizations. Of its 10,769 client 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 number 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. Fees charged by financial advisors depend on which service is offered. However, fee types billed by Triad Advisors LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

5 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

10245 Centurion Parkway North Suite 108
Jacksonville, FL 32256

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Triad Advisors LLC Brokerage Details

Total Assets Under Management

$2,248,734,411

FL Average: $3,570,121,308
Total Number of Employees

1,629

FL Average: 58
Total Number of Accounts

10,769

FL Average: 1,608
Average Account Size

$208,816

FL Average: $2,220,225

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

Connor Marsh Work History

Connor has been registered as a financial advisor for 5 years.*

2021 - Present (3 years)

Triad Advisors

2016 - Present (8 years)

Excalibur Financial Services

2017 - 2021 (4 years)

Triad Advisors

2013 - 2016 (3 years)

Regency Centers

*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 Connor Marsh 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

Jeremy Newton
Peachtree Corners, GA
Anietie Ijoma
Peachtree Corners, GA
Donna Litty
Peachtree Corners, GA
Walter Boleman
Blue Ridge, GA
Gregory Kalosieh
Knoxville, TN
Timothy Sperling
Scottsdale, AZ
Deborah Lewis
Blue Ridge, GA
Allison Schaberg
Sugar Land, TX

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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