Jitender
Gidwani
Triad Advisors LLC
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About this Advisor
Jitender Gidwani is a financial advisor operating in Iselin, New Jersey with 7 years of relevant experience. Gidwani is currently employed by Triad Advisors LLC. Gidwani has gained experience at Triad Advisors, Inc, Axa Advisors, LLC, Gitterman & Associates Wealth Management, LLC and Gitterman Wealth Management, LLC. Gidwani holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Florida, New Jersey and Ohio. Triad Advisors LLC is an advisory firm that has its headquarters in Peachtree Corners, GA. It has offices in 75 locations and a total of 1,629 employees. It administers $2 billion in total assets between its 10,769 accounts, making it one of the largest firms in the nation by assets under management. The firm advises four charities and foundations. Of its 10,769 accounts, just 6% belong to high-net-worth clients who have at least $1 million in assets available to invest. Triad Advisors LLC provides 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 provided. Fees billed by Triad Advisors LLC likely include 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
Jitender Gidwani Work History
Jitender has been registered as a financial advisor for 7 years.*
Triad Advisors, Inc
Gitterman & Associates Wealth Management, LLC
Gitterman Wealth Management, LLC
Axa Advisors, LLC
*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 Jitender Gidwani 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
Waycross, GA
Blue Ridge, GA
Mankato, MN
Peachtree Corners, GA
Scottsdale, AZ
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