Uri
Doolittle
Triad Hybrid Solutions, LLC
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About this Advisor
Uri Doolittle is a certified financial planner based out of Manlius, New York with a total of 7 years of industry experience. Doolittle is an advisor for Triad Hybrid Solutions, LLC. Throughout their career, they have worked at Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Triad Advisors, Inc and Triad Hybrid Solutions. Doolittle holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in Connecticut, Florida, Illinois, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas and Virginia. Triad Hybrid Solutions, LLC is a registered investment firm operating out of Peachtree Corners, GA. The company has offices in 56 locations and a total of 1,748 people on staff. It oversees $5 billion in total assets between its 20,694 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 25 charitable organizations. Of its 20,694 client accounts, just 7% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Triad Hybrid Solutions, LLC 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 for financial advice largely are based on which service is provided. Fees charged by Triad Hybrid Solutions, LLC can be comprised of some blend 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
Uri Doolittle Work History
Uri has been registered as a financial advisor for 7 years.*
Triad Advisors, Inc
Triad Hybrid Solutions
Cambridge Investment Research, Inc
Cambridge Investment Research 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 Uri Doolittle 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
Lemoyne, PA
Appleton, WI
Lemoyne, PA
Lemoyne, PA
Peachtree Corners, GA
Peachtree Corners, GA
New York, NY
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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