# Triad Advisors LLC: fundraiser

> Triad Advisors LLC placed 17 company rounds filed with the SEC, most recently Mar 2026. Who they placed, by sector and size.

Source: https://millionrounds.com/providers/triad-advisors-llc (Millionrounds; every figure on the page links to its filing or article)

[Fundraisers](https://millionrounds.com/fundraisers) / Triad Advisors LLC

Fundraiser Registered broker-dealer

# Triad Advisors LLC

FINRA 25803 · placing rounds since Mar 2016

**17** company rounds placed

**6** in the last two years, last Mar 2026

**$54.5B** sold in the rounds they placed

**3.6%** typical commission; the median firm takes 4.9%

Named on 68 Form D filings as paid to sell the offering: 17 for operating companies, 12 for funds, 39 for real estate. 12 registered agents named.

## Quarter by quarter

Company rounds they placed in each quarter, from the filings.

**1** 23Q4 **1** 24Q4 **1** 25Q4 **4** 26Q1

## What they place

- Oil and Gas **52%**
- Insurance **48%**

## How big the rounds are

- Under $1M **3**
- $1M to $5M **1**
- $5M to $20M **0**
- $20M to $100M **0**
- $100M+ **11**

## Where the companies are

**PA** 8 **IN** 7 **NY** 4 **TX** 4

## Rounds they placed

[Company rounds](https://millionrounds.com/providers/triad-advisors-llc)[Everything, funds and real estate too](https://millionrounds.com/providers/triad-advisors-llc?show=all)

Filed Issuer Industry Sold

Mar 2026 New York Life Insurance & Annuity Corp Agents: Triad Insurance, Inc. Insurance **$1.8B**

Mar 2026 New York Life Insurance & Annuity Corp Agents: Triad Advisors LLC, Triad Insurance, Inc. Insurance **$2.0B**

Mar 2026 New York Life Insurance & Annuity Corp Agents: Triad Insurance, Inc. Insurance **$3.0B**

Mar 2026 New York Life Insurance & Annuity Corp Agents: Triad Insurance, Inc. Insurance **$546M**

Dec 2025 Lincoln Life Flexible Premium Variable Life Account Z Agents: Andrew L. Kuchera, Gary Block, George Chirayil Insurance **$2.7B**

Dec 2024 Lincoln Life Flexible Premium Variable Life Account Z Agents: Andrew L. Kuchera, Gary Block, George Chirayil Insurance **$2.6B**

Dec 2023 Lincoln Life Flexible Premium Variable Life Account Z Agents: Andrew L. Kuchera, Gary Block, George Chirayil Insurance **$2.4B**

Dec 2022 Lincoln Life Flexible Premium Variable Life Account Z Agents: Andrew L. Kuchera, Gary Block, George Chirayil Insurance **$2.0B**

Dec 2021 Lincoln Life Flexible Premium Variable Life Account Z Agents: Kelley F. Snook Insurance **$1.7B**

Dec 2020 Lincoln Life Flexible Premium Variable Life Account Z Agents: Kelley F. Snook Insurance **$2.3B**

Dec 2019 Lincoln Life Flexible Premium Variable Life Account Z Agents: Kelley F. Snook Insurance **$1.8B**

Jun 2018 Mewbourne Energy Partners 18-A, L.P. Oil and Gas **$960k**

Jun 2017 Mewbourne Energy Partners 17-A, L.P. Oil and Gas **$720k**

Jan 2017 MDS 2017-Marcellus Shale Development, LP Oil and Gas **-**

Sept 2016 Atlas Eagle Ford 2016 L.P. Oil and Gas **-**

Jul 2016 Mewbourne Energy Partners 16-A, L.P. Oil and Gas **$180k**

May 2016 MDS 2016-Marcellus Shale Development, LP Oil and Gas **-**

Jun 2015 Atlas Eagle Ford 2015 L.P. Oil and Gas **-**

Jun 2015 MDS 2015-Marcellus Shale Development, LP Oil and Gas **-**

May 2015 Mewbourne Energy Partners 15-A, L.P. Oil and Gas **$2.2M**

May 2015 MDS Energy Partners, LP Oil and Gas **-**

Jul 2014 MDS 2014-Marcellus Shale Development, LP Oil and Gas **-**

May 2014 Atlas Resources Series 34-2014 L.P. Oil and Gas **-**

From the SEC's Form D data sets: the issuer named this firm as paid to sell the offering. The latest 40 shown.

## Often on the same rounds

Other fundraisers named on the same filings: the firms they syndicate with.

[**M Holdings Securities Inc.** 18 rounds together](https://millionrounds.com/providers/m-holdings-securities-inc)[**Lion Street Financial** 16 rounds together](https://millionrounds.com/providers/lion-street-financial)[**Kestra Investment Services LLC** 16 rounds together](https://millionrounds.com/providers/kestra-investment-services-llc)[**Lincoln Financial Advisors Corp.** 12 rounds together](https://millionrounds.com/providers/lincoln-financial-advisors-corp)[**LPL Financial LLC** 11 rounds together](https://millionrounds.com/providers/lpl-financial-llc)[**Newport Group Securities, Inc.** 11 rounds together](https://millionrounds.com/providers/newport-group-securities-inc)

## Founders who worked with them

No one has said so yet.

Worked with them? Say so

## A badge for their site

It shows their latest standing in the quarterly rankings and links back here.

## Is this Triad Advisors LLC?

Claim the page to describe your work in your own words. Free.

[Claim this page](https://millionrounds.com/providers/join?kind=fundraiser)[All fundraisers](https://millionrounds.com/fundraisers)