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Triad Advisors Scoops Up $150 Million Wealth Business

Editorial Staff

21 November 2019

, which is a wholly-owned subsidiary of Ladenburg Thalmann Financial Services, has recruited Strategic Wealth Advisors - adding the firm to its corporate registered investment advisor.

SWA is a "hybrid" practice based in El Paso, Texas, with four advisors and $150 million in total client assets.

The firm is led by founding partner and head of investment management Henry Gallardo, who has more than three decades' experience as a financial advisor, serving middle-income retirees and pre-retirees across southwest Texas. The firm provides financial planning and wealth management covering areas such as insurance, investments, education, retirement and estate planning, and business planning.

SWA serves clients through both fee-based and transactional service models, according to clients' needs and preferences.