Broker Check
Tristan A. King, Senior Associate at Badii Group Private Wealth Management

Tristan A. King

Associate  |  Badii Group Private Wealth Management

Tristan King leads client service and operations at Badii Group, working behind the scenes to deliver tailored, six-star support that keeps every client relationship running smoothly.

Southlake, TX550 Reserve Street, Suite 250
Client ServiceFocused on service, operations, and the client experience
Original TeamPart of the founding Badii Group team from UBS
FINRA/SIPCSecurities and advisory services through Independent Financial Group, LLC

Meet Tristan

Tristan King began his career as a Financial Advisor at Morgan Stanley, then discovered that his true passion lies in working behind the scenes as part of a team.

After completing Morgan Stanley's three-year wealth management training program, Tristan realized that while he loved working one-on-one with clients, he was drawn to the operational side of the business. He made a successful transition into client servicing after moving to UBS Private Wealth Management, and today he is part of the original team that left UBS to start the ultra-high-net-worth boutique, Badii Group Private Wealth Management.

As Badii Group's Senior Associate, Tristan is focused on all aspects of client service and operations. He works closely with Badii Group clients to provide the highest level of tailored, six-star service, and he is always looking for ways to improve the client experience. He goes above and beyond to deliver solutions that exceed clients' expectations. In his current role, Tristan does not give financial advice.

A graduate of Temple University with a BBA in Finance and Real Estate, Tristan is FINRA registered with Series 7 and Series 66 securities licenses. He was raised in the greater Philadelphia area and now resides in Las Vegas, Nevada. An experienced martial artist, Tristan enjoys teaching martial arts and furthering his skills by traveling to unique training camps.

How Tristan Supports Clients

Tristan keeps the client experience seamless, handling the service and operational work that lets the advisory team focus on planning.

Tailored Client Service

Delivering the highest level of tailored, six-star service and looking for ways to improve every interaction.

Trading & Order Execution

Accurate, timely trading and order execution in support of client accounts.

Model Rebalancing

Keeping portfolios aligned to their models through disciplined rebalancing.

Performance Reporting

Preparing clear performance reporting so clients always know where they stand.

Account Opening & Maintenance

Managing account opening and ongoing maintenance with attention to every detail.

Lending Coordination

Coordinating lending with the firm's banking partners on behalf of clients.

Deticated To Excellent Service

Tristan King and the Badii Group team are ready to support you with a level of client service built around your needs. Reach out to start the conversation.

Frequently Asked Questions

What is Tristan King's role at Badii Group?

Tristan King is the Senior Associate at Badii Group Private Wealth Management, focused on client service and operations. He works closely with clients to deliver tailored, six-star service and continually looks for ways to improve the client experience.

Does Tristan give financial advice?

No. In his current role, Tristan does not give financial advice. He supports clients through service and operations, including trading and order execution, model rebalancing, performance reporting, and account maintenance.

What is Tristan's professional background?

Tristan began his career as a Financial Advisor at Morgan Stanley, where he completed a three-year wealth management training program, then moved into client servicing at UBS Private Wealth Management. He is part of the original team that left UBS to found Badii Group Private Wealth Management.

What are Tristan's education and licenses?

Tristan holds a BBA in Finance and Real Estate from Temple University and is FINRA registered with Series 7 and Series 66 securities licenses.

How does Tristan support the client experience?

Tristan handles the day-to-day work that keeps client relationships running smoothly, including trading and order execution, model rebalancing, performance reporting, account opening and maintenance, and coordinating lending with the firm's banking partners.

How do I reach the Badii Group team?

You can reach the Badii Group team at 310-846-8360 or through the contact form on the Badii Group website. The firm's office is located at 550 Reserve Street, Suite 250, Southlake, TX 76092.