Garrett
Rohrbaugh
Triad Hybrid Solutions, LLC
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About this Advisor
Garrett Rohrbaugh is a financial advisor operating out of Peachtree Corners, Georgia with a total of 3 years of relevant experience. Rohrbaugh is currently employed by Triad Hybrid Solutions, LLC. Over the course of their career, they have held roles at Wealthcare Advisory Partners, LLC, Student, Triad Hybrid Solutions, Triad Advisors, Shenandoah University and Frederick Co Va Gov. Rohrbaugh maintains a Series 65 license, which qualifies them as an investment advisor representative, and is approved to serve investors in California, Illinois, Maryland, North Carolina, Ohio, Pennsylvania, South Carolina, Virginia and Washington. Triad Hybrid Solutions, LLC is a registered investment firm that has its headquarters in Peachtree Corners, GA. It has offices in 56 locations and a total of 1,748 advisors. It controls $5 billion in assets under management between its 20,694 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides financial advice to 25 charitable organizations. Of its 20,694 client accounts, just 7% are held by high-net-worth clients who have at least $1 million in assets available to invest. Triad Hybrid Solutions, LLC offers a diverse array 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. A financial advisor's fees vary depending on which services the firm provides the client. However, fee types charged by Triad Hybrid Solutions, LLC may include some blend 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
Garrett Rohrbaugh Work History
Garrett has been registered as a financial advisor for 3 years.*
Triad Hybrid Solutions
Triad Advisors
Triad Hybrid Solutions
Wealthcare Advisory Partners, LLC
Shenandoah University
Frederick Co Va Gov
Student
*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 Garrett Rohrbaugh 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
Lemoyne, PA
Lemoyne, PA
Lemoyne, PA
New York, NY
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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