Kasia
Medlar
Triad Hybrid Solutions, LLC
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About this Advisor
Kasia Medlar is a financial advisor who works out of Peachtree Corners, Georgia who has 2 years of industry experience. Medlar is an advisor for Triad Hybrid Solutions, LLC. Over the course of their career, they have held roles at Triad Advisors, Allied Personnel-Guardian, The Hartford, Q-Lytics Consulting and Triad Hybrid Solutions. Medlar holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Pennsylvania. Triad Hybrid Solutions, LLC is a financial advisory company that has its headquarters in Peachtree Corners, GA. The company has offices in 56 locations and a total of 1,748 people on staff. It has $5 billion in total assets between its 20,694 client accounts, making it one of the largest firms in the United States by assets under management. The firm advises 25 charities and foundations. Of its 20,694 accounts, just 7% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm has a number of services, including 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 fees largely vary depending on the type of financial services provided. Fee types billed by Triad Hybrid Solutions, LLC can be comprised 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
Kasia Medlar Work History
Kasia has been registered as a financial advisor for 2 years.*
Triad Advisors
Triad Hybrid Solutions
Allied Personnel-Guardian
The Hartford
Q-Lytics Consulting
*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 Kasia Medlar 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
Peachtree Corners, GA
Appleton, WI
Lemoyne, PA
Lemoyne, PA
Lemoyne, PA
Lemoyne, PA
Lemoyne, PA
Lemoyne, PA
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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