Stephen
Cook

Triad Advisors LLC

CRD#1204467
Investment Advisor
in Dallas, TX
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About this Advisor

Stephen Cook is a certified financial planner in Dallas, Texas. Currently a registered financial advisor at Triad Advisors LLC, they have gathered 13 years of work experience. Cook maintains a Series 63 license, certifying the advisor as a securities representative. Cook is able to operate in Texas. Their career trajectory has included roles at Triad Advisors, Inc and Wsfs Investment Group. Triad Advisors LLC is based out of Dallas, Texas, and has 125 locations in the United States. As a firm, Triad Advisors LLC manages $808 million in assets dispersed across 2,908 accounts and retains more than 208 people. The amount of assets the firm manages makes it one of the larger investment advisory firms in the nation. The firm manages 1,379 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 7% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Triad Advisors LLC can offer 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. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

13 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

15660 N. Dallas Parkway Suite 910
Dallas, TX 75248

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Triad Advisors LLC Brokerage Details

Total Assets Under Management

$808,198,160

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

208

TX Average: 58
Total Number of Accounts

2,908

TX Average: 1,608
Average Account Size

$277,922

TX 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

Stephen Cook Work History

Stephen has 13 years of experience.

2013 - Present (6 years)

Triad Advisors, Inc

2005 - 2013 (8 years)

Wsfs Investment Group

Disclosures

Stephen Cook has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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