Michael
Cernek
Triad Hybrid Solutions, LLC
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About this Advisor
Michael Cernek is a financial advisor operating out of West Chester, Pennsylvania with a total of 2 years of relevant experience. Cernek is currently employed by Triad Hybrid Solutions, LLC. Throughout their career, they have worked at National Life/Keyadvisors, Equity Services, Inc, Minnesota Life Insurance Co, Securian Financial Services, Inc, Legacy Planning Partners, East Coast Advisory, Commonwealth Financial Network, Triad Advisors and Triad Hybrid Solutions. Cernek has Series 63 and Series 66 licenses, qualifying them as a securities representative, and is registered to work in Arizona, Delaware, District Of Columbia, Louisiana, Maryland, New Jersey and Pennsylvania. Triad Hybrid Solutions, LLC is a business based out of Peachtree Corners, GA. The company has offices in 56 locations and a total of 1,748 financial advisors. It has $5 billion in assets under management between its 20,694 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 25 charitable organizations. Of its 20,694 customer accounts, just 7% belong to high-net-worth individuals who have more than $1 million in investable assets. The business 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. Financial advisory fees usually depend on the type of financial services provided. However, fees charged by Triad Hybrid Solutions, LLC most likely include 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
Michael Cernek Work History
Michael has been registered as a financial advisor for 2 years.*
Triad Advisors
Triad Hybrid Solutions
East Coast Advisory
Commonwealth Financial Network
Minnesota Life Insurance Co
Securian Financial Services, Inc
Legacy Planning Partners
National Life/Keyadvisors
Equity Services, 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 Michael Cernek 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
Peachtree Corners, GA
Lemoyne, PA
Peachtree Corners, GA
Lemoyne, PA
Lemoyne, PA
Lemoyne, PA
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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