Michael
Sinclair

Triad Advisors LLC

CRD#1401501
Investment Advisor
in Peachtree Corners, GA

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About this Advisor

Michael Sinclair is a chartered financial consultant working out of Peachtree Corners, Georgia who has 10 years of relevant experience. Sinclair works at Triad Advisors LLC. During their career, the advisor has held roles at Metlife Securities and Triad Advisors, Inc. Sinclair holds a Series 63 license, qualifying them as a securities agent, and is approved to serve investors in Colorado, Florida, Georgia, Kentucky and Massachusetts. Triad Advisors LLC is a financial advisory company that has its headquarters in Peachtree Corners, GA. The company has offices in 75 locations and a total of 1,629 employees. It has $2 billion in assets across its 10,769 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm provides services to four charitable organizations. Of its 10,769 customer accounts, just 6% are associated with high-net-worth clients who have at least $1 million in assets. The business provides a wide array 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 advisory fee schedules typically vary depending on which service is provided. Fees billed by Triad Advisors LLC likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years Registered*

10 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

Michael Sinclair Work History

Michael has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Triad Advisors, Inc

2012 - 2013 (1 year)

Metlife Securities

*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 Michael Sinclair 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

Jeremy Newton
Peachtree Corners, GA
Donna Litty
Peachtree Corners, GA
Anietie Ijoma
Peachtree Corners, GA
Timothy Sperling
Scottsdale, AZ
Charles Walling
Scottsdale, AZ
Alex Lewellyn
Medford, OR
Allison Schaberg
Sugar Land, TX
Kristen Tricarico
Clear Water, FL

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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