Rikk
Rodriguez

Triad Hybrid Solutions, LLC

CRD#5771324
Investment Advisor
in Barrington, IL

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About this Advisor

Rikk Rodriguez is a financial advisor who works in Barrington, Illinois who has 2 years of industry experience. Rodriguez is an advisor for Triad Hybrid Solutions, LLC. Rodriguez has gained experience at Pnc Bank, Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Triad Advisors and Triad Hybrid Solutions. Rodriguez has Series 63 and Series 66 licenses, certifying them as a securities agent, and is approved to operate in Illinois. Triad Hybrid Solutions, LLC is a registered investment firm based in Peachtree Corners, GA. The firm has offices in 56 locations and a total of 1,748 people on staff. It has $5 billion in total assets across its 20,694 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 25 charities and foundations. Of its 20,694 accounts, just 7% belong to high-net-worth individuals who have at least $1 million in investable assets. The company performs 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. Fees charged by financial advisors largely vary depending on which services are offered. Fees billed by Triad Hybrid Solutions, LLC can consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 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

1 Executive Court Suite 5
Barrington, IL 60010

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Triad Hybrid Solutions, LLC Brokerage Details

Total Assets Under Management

$4,629,147,942

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

1,748

IL Average: 58
Total Number of Accounts

20,694

IL Average: 1,608
Average Account Size

$223,695

IL 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

Rikk Rodriguez Work History

Rikk has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Triad Advisors

2021 - Present (3 years)

Triad Hybrid Solutions

2016 - 2021 (5 years)

Wells Fargo Clearing Services, LLC

2014 - 2016 (2 years)

Wells Fargo Advisors LLC

2012 - 2014 (2 years)

Pnc Bank

*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 Rikk Rodriguez 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

Rose Hopkins
Lemoyne, PA
Kasia Medlar
Peachtree Corners, GA
Patrick Rusch
Appleton, WI
Lorne Bycoff
New York, NY
Neal Shields
Peachtree Corners, GA
Brian Mccarver
Lemoyne, PA
Kristopher Korzi
Lemoyne, PA
Shari Dietz
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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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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