Cynthia
Roberson
Triad Advisors LLC
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About this Advisor
Cynthia Roberson is a financial advisor who works in Peachtree Corners, Georgia with a total of 5 years of industry experience. Roberson is an employee of Triad Advisors LLC. Their career trajectory has included roles at Nationwide, Nationwide Securities, LLC and Triad Advisors. Roberson has Series 63 and Series 66 licenses, designating them as a securities agent, and is registered to work in Georgia. Triad Advisors LLC is an advisory business operating out of Peachtree Corners, GA. It has offices in 75 locations and a total of 1,629 financial advisors. It oversees $2 billion in assets across its 10,769 customer accounts, making it one of the largest firms in the nation by assets under management. The firm provides services to four charities and foundations. Of its 10,769 client accounts, just 6% are held by high-net-worth individuals who have greater than $1 million in investable assets. Triad Advisors LLC has a wide 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. Fees for financial management usually are based on the services. However, fee types billed by Triad Advisors LLC can be comprised of 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 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
Cynthia Roberson Work History
Cynthia has been registered as a financial advisor for 5 years.*
Triad Advisors
Nationwide
Nationwide Securities, LLC
*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 Cynthia Roberson 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
Medford, OR
Peachtree Corners, GA
Blue Ridge, GA
Peachtree Corners, GA
Scottsdale, AZ
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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