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December 06, 2017 at 06:22 PM
Triad Advisors says Continuum Advisory, which has some $900 million in client assets, is now using its brokerage and hybrid RIA custodial platforms.
Based in Pleasanton, California, which is part of the San Francisco Bay Area, Continuum Advisory has some 16 advisors, including partners Brian Damiani, Mike Kelly, Tim Kerrigan and Chief Compliance Officer Jon Sullivan.
“At Triad, we are highly selective and we strive to partner with organizations that are innovative, entrepreneurial and have significant potential for growth,” said Nathan Stibbs, executive vice president and chief strategy officer at Triad Advisors, in a statement. “We are very excited to welcome Continuum Advisory to the Triad family and look forward to supporting their continued growth and expansion.”
Based in Atlanta, Triad Advisors is an independent advisory and brokerage firm as well as a multi-custodial, SEC-registered investment advisor. It is one of several independent firms owned by Ladenburg Thalmann.
Other Developments
Woodbury Financial Services, which has some 1,200 advisors, says Wisconsin-based Matrise, Polzin & Co. (operating as MPC Advisers) has joined its network.
According to Woodbury, nearly 200 advisors have moved to it this year. Close to 550 have chosen to join it and other independent broker-dealers in the Advisors Group in 2017.
Founded in 1974 in by partners Michael Matrise and Tom Polzin, MPC Advisers consists of 15 advisors who work together in six teams to service clients. The group has some $600 million in client assets.
