ATLANTA, Oct. 28, 2015 /PRNewswire/ -- Triad
Advisors, Inc. today announced that Berkeley Capital Partners
("Berkeley") has transitioned to the Triad Advisors broker-dealer
and hybrid RIA multi-custodial platform. Berkeley brings client
assets of more than $350 million, as
of September 30, 2015. Berkeley
offers comprehensive financial planning and investment management
to individuals, businesses and institutions. Triad Advisors is a
leading independent broker-dealer supporting independent hybrid
financial advisory practices and registered investment advisory
(RIA) firms, and is a wholly owned subsidiary of Ladenburg Thalmann
Financial Services Inc. (NYSE MKT: LTS).
Based in Norcross, GA, Berkeley
is an independent hybrid financial advisory firm with its own
multi-custodial RIA. Berkeley provides comprehensive financial
planning and a broad range of fee- and commission-based investment
solutions, including active in-house tactical investment management
and fixed-income expertise, to private individuals – most of whom
are professionals, entrepreneurs and business owners – and to their
businesses and qualified retirement plans. The firm services
clients throughout Georgia and
across the United States. It has
grown organically, relying almost exclusively on personal referrals
for attracting new clients, and through the addition of new
advisors. Berkeley places an emphasis on client education to ensure
that its clients understand and actively participate in the
customized financial planning process. Founded by 30-year industry
veteran Michael Eddy, Berkeley today
has six financial advisors, three with 30 years or more of advisor
experience, and a professional operations manager.
Nathan Stibbs, Executive Vice
President, Business Development at Triad Advisors, said, "We are
very pleased to welcome Berkeley Capital Partners into the Triad
Advisors family. Berkeley has established a substantial independent
practice and we now look forward to helping the firm fulfill its
vision for growth and expansion, and to enable it to achieve
greater entrepreneurial control over its operations, its investment
solutions and its professional destiny."
Tony Palazzo, CFA, a Partner at
Berkeley Capital Partners and President of the firm's RIA, said,
"We are excited to affiliate with Triad, whose flexibility provides
an exceptional fit for a firm like ours. We were especially
impressed with Triad's experience and expertise in supporting
hybrid advisory firms, and with the depth of the resources and
operational infrastructure it can provide. Triad has achieved an
outstanding reputation among hybrid independent firms throughout
the South, and is known for its professionalism and high quality
service. We interviewed a variety of broker-dealers and Triad stood
out impressively from among all the others."
About Berkeley Capital Partners
Based in Norcross, GA, Berkeley
is an independent financial advisory firm that provides
comprehensive financial planning, asset management and investment
solutions to private individuals, families and institutions
throughout Georgia and across
the United States. The firm
specializes in tactical investment management, fixed-income
solutions, as well as retirement planning for qualified and 401(k)
retirement plans. The firm places an emphasis on client education
to ensure that its clients understand and actively participate in
the customized financial planning process. Founded by 30-year
industry veteran Michael Eddy,
Berkeley today has six financial advisors and a professional
operations manager.
About Triad Advisors
Headquartered in Atlanta, GA,
Triad Advisors, Inc. is a national, independent broker-dealer and
multi-custodial SEC-Registered Investment Advisor (RIA) that is an
early pioneer and continued leader in the Hybrid RIA marketplace.
The company provides a comprehensive platform of products, trading
and technology systems, as well as customized wealth management
solutions. Recognized as one of the most successful and
fastest-growing independent broker-dealers in the industry
(including being named the leading broker-dealer for Hybrid RIAs
from 2010-2014 by Investment Advisor Magazine). Triad
Advisors is a wholly owned subsidiary of Ladenburg Thalmann
Financial Services Inc. (NYSE MKT: LTS). For more information,
please visit www.triad-advisors.com.
Media Contact:
Matthew
Griffes / Joseph Kuo
Haven Tower Group LLC
206 402 5853 / 424 652 6521
mgriffes@haventower.com or jkuo@haventower.com
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SOURCE Triad Advisors, Inc.