Stanley
Robare
Triad Hybrid Solutions, LLC
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About this Advisor
Stanley Robare is a certified financial planner working in Houston, Texas with 4 years of industry experience. Robare is an advisor for Triad Hybrid Solutions, LLC. During their career, the advisor has held roles at Triad Advisors, Inc, Triad Hybrid Solutions and The Robare Group. Robare has a Series 63 license, which qualifies them as a securities agent, and is able to advise clients in New Mexico, New York and Texas. Triad Hybrid Solutions, LLC is a financial advisory firm that has its headquarters in Peachtree Corners, GA. The investment advisory business has offices in 56 locations and a total of 1,748 advisors. It handles $5 billion in assets under management between its 20,694 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 25 charitable organizations. Of its 20,694 accounts, just 7% belong to high-net-worth clients who have at least $1 million in investable assets. The firm offers a wide 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 charged by financial advisors typically depend on which services are offered. Fees charged by Triad Hybrid Solutions, LLC may include 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
Stanley Robare Work History
Stanley has been registered as a financial advisor for 4 years.*
Triad Hybrid Solutions
Triad Advisors, Inc
The Robare Group
*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 Stanley Robare 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
Lemoyne, PA
Appleton, WI
Lemoyne, PA
New York, NY
Peachtree Corners, GA
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.
