Bradley
Sanders

Triad Hybrid Solutions, LLC

CRD#5368469
Investment Advisor
in Lemoyne, PA

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About this Advisor

Bradley Sanders is a certified financial planner based out of Lemoyne, Pennsylvania, with 5 years of industry experience. Sanders is an advisor for Triad Hybrid Solutions, LLC. Their career trajectory has included roles at Wells Fargo Advisors Financial Network LLC, Econ Wealth Management LLC, Wells Fargo Advisors Financial Network, LLC, Triad Advisors and Triad Hybrid Solutions. Sanders maintains Series 66 and Series 63 licenses, qualifying them as a securities broker, and can work in California, Colorado, Florida, Hawaii, Illinois, Maryland, Massachusetts, Missouri, Nevada, New Jersey, Pennsylvania, South Carolina, Texas and Virginia. Triad Hybrid Solutions, LLC is a company based in Peachtree Corners, GA. The investment advisory business has offices in 56 locations and a total of 1,748 employees. It controls $5 billion in total assets between its 20,694 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides financial advice to 25 charitable organizations. Of its 20,694 accounts, just 7% belong to high-net-worth clients who have greater than $1 million in assets. The firm has a broad range 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 typically vary depending on the services provided. Fees billed by Triad Hybrid Solutions, LLC likely are comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

602 N Front St
Lemoyne, PA 17043

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Triad Hybrid Solutions, LLC Brokerage Details

Total Assets Under Management

$4,629,147,942

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

1,748

PA Average: 58
Total Number of Accounts

20,694

PA Average: 1,608
Average Account Size

$223,695

PA Average: $2,220,225

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

Bradley Sanders Work History

Bradley has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Triad Advisors

2018 - Present (6 years)

Triad Hybrid Solutions

2018 - 2018 (< 1 year)

Wells Fargo Advisors Financial Network, LLC

2015 - 2018 (3 years)

Econ Wealth Management LLC

2009 - 2015 (6 years)

Wells Fargo Advisors Financial Network 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 Bradley Sanders 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

Brian Mccarver
Lemoyne, PA
Rose Hopkins
Lemoyne, PA
Jonathan Freeman
Lemoyne, PA
Patrick Rusch
Appleton, WI
Kristopher Korzi
Lemoyne, PA
Kasia Medlar
Peachtree Corners, GA
Jeffrey Kline
Lemoyne, PA
Shari Dietz
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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