Donna
Litty

Triad Advisors LLC

CRD#2645660
Investment Advisor
in Peachtree Corners, GA

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About this Advisor

Donna Litty is a financial advisor based out of Peachtree Corners, Georgia who has 4 years of relevant experience. Litty currently works for Triad Advisors LLC. Over the course of their career, Litty has held roles at Five Talents Wealth Management, Inc, Commonwealth Financial Network, Tcm Securities, Inc and Triad Advisors, Inc. Litty holds 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 Georgia. Triad Advisors LLC is a business that has its headquarters in Peachtree Corners, GA. The investment advisory business has offices in 75 locations and a total of 1,629 people on staff. It handles $2 billion in assets under management among its 10,769 customer accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advisory services to four charitable organizations. Of its 10,769 customer accounts, just 6% belong to high-net-worth investors who have more than $1 million in assets. The business provides a wide 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 fee schedules typically depend on which services the firm provides the client. However, fee types charged by Triad Advisors LLC most likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 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

5155 Peachtree Parkway Suite 3220
Peachtree Corners, GA 30092

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Triad Advisors LLC Brokerage Details

Total Assets Under Management

$2,248,734,411

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

1,629

GA Average: 58
Total Number of Accounts

10,769

GA Average: 1,608
Average Account Size

$208,816

GA 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

Donna Litty Work History

Donna has been registered as a financial advisor for 4 years.*

2017 - Present (7 years)

Triad Advisors, Inc

2015 - 2016 (1 year)

Tcm Securities, Inc

2013 - 2014 (1 year)

Five Talents Wealth Management, Inc

2013 - 2014 (1 year)

Commonwealth Financial Network

*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 Donna Litty 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

Anietie Ijoma
Peachtree Corners, GA
Jeremy Newton
Peachtree Corners, GA
Donna Litty
Peachtree Corners, GA
Charles Walling
Scottsdale, AZ
Allison Schaberg
Sugar Land, TX
Deborah Lewis
Blue Ridge, GA
Timothy Sperling
Scottsdale, AZ
Michael Sinclair
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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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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