ATLANTA, March 16, 2017 /PRNewswire/ -- Triad
Advisors, Inc., the hybrid advisor-focused independent
broker-dealer, today announced that Legacy Wealth Partners
("Legacy") has transitioned to Triad's hybrid advisor broker-dealer
platform. Legacy brings approximately $190
million in client assets, as of January 31, 2017.
Based in Woodland Hills,
California, Legacy provides holistic financial planning to
high-net-worth private clients and families in three basic groups:
successful professionals and business owners, retirees and
pre-retirees, and people experiencing major life transitions,
primarily divorce or the death of a spouse. Legacy serves as the
personal financial advocate and chief financial officer of each
client, focused on creating and implementing a customized financial
plan designed to meet their individual financial goals and
requirements, including investment management, tax planning, estate
planning and insurance. Serving a predominantly Southern California clientele, Legacy provides
primarily fee-based financial advice.
Legacy Wealth Partners was founded in 2007 by Brad Levin, CFP®, AIF®, CDFA™, and David Tracy, CFP®, the firm's Chief Operating
Officer. The Legacy team is aided by three support professionals,
and both Mr. Levin and Mr. Tracy are industry veterans with nearly
40 years of combined advisor experience. In conjunction with his
advisory work, Mr. Levin is a frequent public speaker and has been
featured in the leading financial media.
Nathan Stibbs, Executive Vice
President, Chief Strategy Officer at Triad Advisors, said, "We are
delighted to welcome Legacy Wealth Partners to Triad's
broker-dealer and hybrid registered investment advisor (RIA)
platform. We are pleased to be able to offer Legacy the flexibility
and freedom they were seeking, so they may manage their business as
they envision and select the tools, resources and investment
solutions of their choosing in order to most effectively service
their clients' needs. Legacy is a young firm with tremendous
growth potential, and Triad is eager to help it fulfill its
ambitions and grow into a substantially larger organization."
Mr. Levin, CEO and Founder of Legacy Wealth Partners, stated,
"We are excited to join Triad Advisors to facilitate the next phase
of our firm's growth and evolution. Affiliation with Triad's
flexible platform has enabled us to maintain our own RIA, which
allows us to choose the services we prefer in order to enhance our
clients' wealth management experience and continue to develop
Legacy's distinct culture and identity. At the same time, in Triad
we receive the support of a top-quality broker-dealer that is truly
dedicated to being our entrepreneurial partner."
Levin continued, "Working with Triad also makes available to us
additional resources through Triad's parent, Ladenburg Thalmann,
including its extensive research capabilities, exclusive investment
syndicates, and access to financing that can help us grow our
business and attract additional high caliber advisors to Legacy's
team-based wealth management business model. We look forward to
working closely with Triad and with Ladenburg Thalmann over the
coming years."
About Legacy Wealth Partners
Based in Woodland Hills, CA, Legacy Wealth Partners is
an independent financial advisory firm providing comprehensive
financial planning and robust portfolio management for
high-net-worth individuals as well as institutions. The firm
specializes in serving the financial needs of successful
professionals and business owners, retirees and pre-retirees, and
individuals experiencing major life transitions. For more
information, please visit www.legacywp.com.
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
seven years in a row 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
424 652 6520, ext. 103 / 424 652 6520, ext 101
mgriffes@haventower.com or jkuo@haventower.com
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SOURCE Triad Advisors, Inc.