Triad Advisors LLC

Investment Advisor
in Charlotte, NC
Are you Matthew Pratt? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Matthew Pratt is a chartered financial consultant who works in Charlotte, North Carolina, with a total of 14 years of financial industry experience. Pratt is currently employed by Triad Advisors LLC. The advisor has gained experience at New England Securities and Triad Advisors, Inc. Pratt holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in California, Florida, North Carolina, South Carolina, Virginia, Maine and Illinois. Triad Advisors LLC is a registered investment firm that has its headquarters in Charlotte, North Carolina. The firm has offices in 125 locations and a total of 208 people on staff. It administers $808 million in assets under management between its 2,908 client accounts, making it one of the larger financial advisory firms in the country by assets under management. Of its 2,908 client accounts, just 7% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm 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 publication of newsletters. Financial advisory fees usually vary depending on which services are offered. However, fee types charged by Triad Advisors LLC can consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

14 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, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees



Office Location

3420 Toringdon Way Suite 100
Charlotte, NC 28277

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Triad Advisors LLC Brokerage Details

Total Assets Under Management


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


NC Average: 58
Total Number of Accounts


NC Average: 1,608
Average Account Size


NC Average: $2,220,225

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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
  • Publication of periodicals or newsletters

Matthew Pratt Work History

Matthew has 14 years of experience.

2014 - Present (5 years)

Triad Advisors, Inc

2004 - 2014 (10 years)

New England Securities


Matthew Pratt has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started