Kristen
Tricarico

Triad Advisors LLC

CRD#6149735
Investment Advisor
in Clear Water, FL

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About this Advisor

Kristen Tricarico is a financial advisor operating in Clear Water, Florida, with a total of 1 year of relevant experience. Tricarico is an advisor for Triad Advisors LLC. Their career trajectory has included roles at Raymond James Financial Services, Inc, Raymond James And Associates, Inc, Raymond James Financial Services Advisors Inc, Dance And Circus Arts Of Tampa, Cigar City Crossfit, N/A and Triad Advisors, LLC. Tricarico holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Florida and Georgia. Triad Advisors LLC is a registered investment business based in Peachtree Corners, GA. It has offices in 75 locations and a total of 1,629 people on staff. It administers $2 billion in assets under management across its 10,769 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises four charitable organizations. Of its 10,769 customer accounts, just 6% belong to high-net-worth individuals who have at least $1 million in investable assets. The business offers a diverse assortment 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 depend on which services the firm provides the client. However, fee types billed by Triad Advisors LLC most likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

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

Clear Water, FL

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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

Kristen Tricarico Work History

Kristen has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Triad Advisors, LLC

2021 - Present (3 years)

Cigar City Crossfit

2016 - Present (8 years)

Raymond James Financial Services Advisors Inc

2014 - Present (10 years)

Raymond James Financial Services, Inc

2019 - 2022 (3 years)

N/A

2016 - 2017 (1 year)

Dance And Circus Arts Of Tampa

2012 - 2014 (2 years)

Raymond James And Associates, 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 Kristen Tricarico 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

Donna Litty
Peachtree Corners, GA
Jeremy Newton
Peachtree Corners, GA
Anietie Ijoma
Peachtree Corners, GA
Timothy Sperling
Scottsdale, AZ
Deborah Lewis
Blue Ridge, GA
Kristen Tricarico
Clear Water, FL
Cynthia Roberson
Peachtree Corners, GA
John Clayton
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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