Patrick
Curtin
Triad Advisors LLC
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About this Advisor
Patrick Curtin is a financial advisor who works out of Peterborough, New Hampshire with a total of 12 years of industry experience. Curtin is currently employed by Triad Advisors LLC. They have spent their entire time as a financial advisor at Triad Advisors Llc. Curtin maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Alabama, Maine, Massachusetts, New Hampshire and Pennsylvania. Triad Advisors LLC is an advisory business based in Peachtree Corners, GA. The company has offices in 75 locations and a total of 1,629 people on staff. It has $2 billion in assets under management across its 10,769 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises four charitable organizations. Of its 10,769 accounts, just 6% are associated with high-net-worth individuals who have at least $1 million in assets. The business 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. A financial advisor's fee schedules depend on the type of financial services provided. Fee types charged by Triad Advisors LLC most likely consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Triad Advisors LLC Brokerage Details
$2,248,734,411
1,629
10,769
$208,816
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
Patrick Curtin Work History
Patrick has been registered as a financial advisor for 12 years.*
Triad Advisors, Inc
*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 Patrick Curtin 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
Peachtree Corners, GA
Peachtree Corners, GA
Peachtree Corners, GA
Peachtree Corners, GA
Medford, OR
Peachtree Corners, GA
Peachtree Corners, GA
Scottsdale, AZ
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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