Matthew
Pratt

Triad Advisors LLC

CRD#4753643
Investment Advisor
in Charlotte, NC
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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

Disclosures

No

Office Location

3420 Toringdon Way Suite 100
Charlotte, NC 28277

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Triad Advisors LLC Brokerage Details

Total Assets Under Management

$808,198,160

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

208

NC Average: 58
Total Number of Accounts

2,908

NC Average: 1,608
Average Account Size

$277,922

NC Average: $2,220,225

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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

Disclosures

Matthew Pratt has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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