Atlanta-based Triad Advisors LLC, a wholly owned subsidiary of Ladenburg Thalmann Financial Services, announced it has recruited Cirrus Wealth Management to join its broker-dealer and hybrid RIA custodial platforms.
Cleveland-based Cirrus is an independent financial advisory firm and had approximately $325 million in total advisory and brokerage client assets as of April 1, 2018.
Cirrus has joined Triad from Royal Alliance. It serves high-net-worth individuals and small to midsize business owners with financial planning, investment management and retirement planning. The firm also assists clients with estate and tax planning. The practice has four financial advisors and four support staff members.
Ladenburg Thalmann Financial Services is based in Miami. Its other broker-dealer subsidiaries include Securities America, Securities Service Network, Investacorp and KMS Financial Services.