# TRIAD ADVISORS, LLC

TRIAD ADVISORS, LLC of ATLANTA, GA is an SEC-registered investment adviser.

## Registration

- CRD: 25803
- Type: SEC-registered investment adviser
- SEC file number: 801-55518
- Location: 2300 WINDY RIDGE PARKWAY, SUITE 750, ATLANTA, GA, 30339
- Phone: 800-720-4003
- Latest filing: 2024-07-03
- Regulatory AUM: $1.1B
- Discretionary AUM: $695.0M
- Non-discretionary AUM: $411.2M
- Clients: 2,530
- Accounts: 4,228

## Officers, owners & control persons (46)

_Showing 25 of 46 people._

| Name | Role | Location |
| --- | --- | --- |
| BRETON BERNARD ANDRE | EXECUTIVE VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| SMITH JEFFREY ROBERT | SR. VICE PRESIDENT/PRINCIPAL/ROSFP; VICE PRESIDENT/PRINCIPAL/OPTION PRINCIPAL; VICE PRESIDENT/PRINCIPAL/ROSFP (+1 more) | — |
| SCHLUETER MATTHEW ADAM | EXECUTIVE VICE PRESIDENT; EXECUTIVE VICE PRESIDENT, DIRECTOR | — |
| DUDAS STEPHEN STANLEY | FINOP, PRINCIPAL FINANCIAL OFFICER | — |
| HIXON BARRY CARTER | EVP/SHAREHOLDER/DIRECTOR; SHAREHOLDER; SHAREHOLDER/DIRECTOR | — |
| METTELMAN MARK CHRISTIAN | CEO/PRESIDENT/DIRECTOR; CEO/PRESIDENT/SHAREHOLDER/DIR.; CEO/PRESIDENT/SHAREHOLDER/DIRECTOR (+5 more) | — |
| BRUDERMAN ROBERT WILLIAM | DIRECTOR; SECRETARY/TREASURER/FINOP/SHAREHOLDER/DIR.; SECRETARY/TREASURER/SHAREHOLDER/DIRECTOR | — |
| HOSTEN MARILYN THERESA | SR. VICE PRESIDENT/ TRADING & OPERATIONS; VICE PRESIDENT/DIRECTOR OF OPERATIONS; VICE PRESIDENT/DIRECTOR OF TRADING & OPERATIONS (+1 more) | — |
| CHAFFEE HAROLD GERARD | VICE PRESIDENT/CCO/MUNI PRINCIPAL/OPTIONS PINCIPAL/ COMPLIANCE OFFICER; VICE PRESIDENT/CHIEF COMPLIANCE OFFICER/MUNI PRINCIPAL/OPTIONS PINCIPAL/ COMPLIANCE OFFICER; VICE PRESIDENT/MUNI PRINCIPAL/OPTIONS PINCIPAL/ COMPLIANCE OFFICER (+1 more) | — |
| MATHIS KEITH HOWARD | EXECUTIVE VICE PRESIDENT / FINOP; VICE PRESIDENT OF COMMISSIONS/FINOP; VP OF COMMISSIONS | — |
| ROSENTHAL JEFFREY LIN | CEO/PRESIDENT; CEO/PRESIDENT AND DIRECTOR; SR. VICE PRESIDENT/ SALES & MARKETING (+3 more) | — |
| STIBBS NATHAN MILES | EXECUTIVE VICE PRESIDENT/CHIEF STRATEGY OFFICER; EXECUTIVE VICE PRESIDENT OF BUSINESS DEVELOPMENT; SENIOR VICE PRESIDENT OF BUSINESS DEVELOPMENT (+1 more) | — |
| PRICE JAMES DALE | CHAIRMAN | — |
| BRYAN MICHAEL CHRISTIAN | SR. VICE PRESIDENT, ADVISORY SERVICES; VICE PRESIDENT, ADVISORY SERVICES; VICE PRESIDENT, DIRECTOR OF ADVISORY SERVICES | — |
| BOSCH KIRSTEN RENATA | VP, TRANSITIONS | — |
| BACH CHRISTOPHER SANDAAS | VICE PRESIDENT | — |
| BLANCATO PHILIP SALVATORE | DIRECTOR | — |
| TARBUTTON HUGH MCMASTER JR | PRINCIPAL OPERATIONS OFFICER/COO | — |
| PAYNE CHESTER CARLTON | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER, DIRECTOR; SR. VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| WILLIAMS TAMALA GLENISE | ASSISTANT VICE PRESIDENT/ MUNICIPAL PRINCIPAL; MUNICIPAL PRINCIPAL | — |
| STRAUSS ERNEST GEORGE IV | CHIEF COMPLIANCE OFFICER / SR. VICE PRESIDENT; CHIEF COMPLIANCE OFFICER / SR. VICE PRESIDENT / FINOP; VICE PRESIDENT / ROSFP | — |
| FROST PHILLIP | TRUSTEE | — |
| TARENTINO MELISSA | GENERAL COUNSEL | — |
| CHAFFEE HAROLD G | VICE PRESIDENT; VICE PRESIDENT/MUNI PRINCIPAL/OPTIONS PINCIPAL/ COMPLIANCE OFFICER | — |
| MANTECON ASELA | FINOP; FINOP, PRINCIPAL FINANCIAL OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/25803/brochure
- Similar advisers: https://search.stillhousedata.com/firm/25803/similar
- Related entities: https://search.stillhousedata.com/firm/25803/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/25803

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.