Stratos wealth advisors. 3750 Park East Drive - Beachwood, OH 44122.

Stratos wealth advisors Call (866) 553-9882! Jun 5, 2024 · Beachwood, Ohio-based Stratos Wealth Advisors (Stratos), part of Stratos Wealth Holdings, announced the addition of the multi-generational wealth management firm Pistone Wealth Advisors, based in Pepper Pike, Ohio, in the Cleveland area. com Fidelity Investments is an independent company, unaffiliated with Stratos Wealth Partners, Ltd. 3750 Park East Drive - Beachwood, OH 44122 Office: (866) 553-9882 - Fax: (440) 505-5609 3750 Park East Drive - Beachwood, OH 44122. Our financial planners offer retirement tax consulting that pays critical attention to tax liability during every step of your financial Stratos Wealth Advisors - our financial advisors provide true independence, to advisors & clients. com Spain & Smith Wealth Advisors is an investment management and financial planning practice. , Inc. As a Certified Financial Planner, Reducing taxes is an essential piece in preserving your retirement plan. My mission is to get to know and understand your needs, wants, and long-term goals. Stratos Wealth Advisors manages $4. Send cover letter and resume to: Stratos Wealth Partners, Attn: H. Stratos Wealth Partners is an independent RIA firm that offers personalized concierge level service to clients. 24, 2023 /PRNewswire/ -- Stratos Wealth Holdings ("Stratos"), a family of companies focused on the support and success of independent financial advisors, added 23 financial advisors managing more than $3. Donald Dietz is a Financial Advisor with Stratos Wealth Partners. Stratos Wealth Partners manages $12. Wealth Advisor at Stratos Wealth Advisors · Experienced Wealth Advisor with a demonstrated history of working in the financial services industry. Stratos Wealth Advisors provides a comprehensive suites of services for managing both your personal wealth and business planning needs. Feb 13, 2024 · DARIEN, Conn. placed 22nd on the list for the year 2024. PROSPECTIVE Paula Strumbly is a Financial Advisor with Stratos Wealth Partners. Previously, he was a Senior Financial Advisor with Merrill Lynch, a Wealth Advisor with Morgan Stanley and a Vice President and Trust Officer with Fifth Third Bank working with individuals and Foundations. Michael Ma is a Financial Advisor with Stratos Wealth Partners. Reno Tahoe Wealth Management web site is limited to the dissemination of general information pertaining to its services Malcolm Polley, CFA® is a Financial Advisor with Stratos Wealth Partners. Sean Franklin is a Financial Advisor with Stratos Wealth Partners. Here at Stratos Wealth Advisors, we have the client—and only the client—in mind. Jan 26, 2023 · BEACHWOOD, Ohio, Jan. 6 billion in assets under advisement on their prior platforms. 8 billion in advisory assets, and advises through LPL Financial over $9. com and will be entering the Charles Schwab & Co. Millard is a Financial Advisor with Stratos Wealth Partners. Brian has passed the Series 63 an Jeff Mucci is a Financial Advisor with Stratos Wealth Partners. PROSPECTIVE Craig P Adams is a Financial Advisor with Stratos Wealth Partners. Stratos includes a national network of over 340 experienced financial advisors and financial planning practitioners working across 26 states throughout the country. It also frequently recruits advisors onto its platform. Stratos Wealth Enterprises is the acquisition division of Stratos Wealth Holdings. 8 billion in brokerage and third party managed assets for a total of $22. Who are Stratos Wealth Advisors 's competitors? Alternatives and possible competitors to Stratos Wealth Advisors may include Fratarcangeli Wealth Management, Covenant Family Wealth Advisors, and Evergreen Wealth Solutions. Schwab has agreements with Stratos Wealth Advisors under which Schwab provides Stratos Wealth Advisors with services related to Stratos Wealth Advisors, LLC, an SEC Registered Investment Advisor, manages over $3. In that role, he is instrumental in assisting clients with retirement planning, portfolio design, investment strategy, implementation, and ongoing monitoring of their assets. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Office: (866) 553-9882 - Fax: (440) 505-5609 Info@stratoswp. top of page. Form CRS Any references to a firm being registered as an investment adviser or its related persons as registered advisory representatives does not imply a certain level of skill or training. PROSPECTIVE . Call (866)553-9882! Oct 10, 2024 · Investment advice offered through Stratos Wealth Advisors, LLC, a registered investment advisor. Stratos Wealth Advisors, LLC and Reno Tahoe Wealth Management are separate entities. Dick’s experience in coordinating a team of investment professionals serves both his private wealth management clients as well as his corporate 401(k) and pension *On Sept. applied for the award by submitting responses to a detailed questionnaire for the award committee’s consideration. emerituswm. com Stratos Wealth Partners, Ltd. 9 billion as of June 30, 2023. , team managing $500 million has jumped from RBC Wealth Management after more than two decades to join Stratos Wealth Advisors, a registered investment advisory platform owned by He also holds a Series 65 with LPL Financial and Stratos Wealth Partners, Ltd. Secondly, Stratos Wealth Advisors has more than 30 advisors throughout the country who could be in a position to work with you in the event something happened to our team. Judd Beam is a Financial Advisor with Stratos Wealth Partners. This is Stratos’ second Pepper Pike recruit in a week, after last week’s recruitment of Spain & Smith. , an SEC Registered Investment Advisor, manages over $12. Daniel Johnson is a Financial Advisor with Stratos Wealth Partners. FIND AN ADVISOR. Morgan Allen is a Financial Advisor with Stratos Wealth Partners. PROSPECTIVE Apr 1, 2024 · A Reno, Nev. Jun 19, 2024 · Brian Fowles is a financial advisor based in Westlake, Ohio, working with Stratos Wealth Advisors LLC. Stratos Wealth Partners and Stratos California are separate entities from LPL Financial. Stratos Wealth partners, Ltd. Our clients have accomplished milestones and successes in their lives and we want to assist them in pursuing the financial goals they so very much deserve. (“Schwab”) w ebsite. Our investment advisory business is conducted through Stratos Wealth Advisors, a registered investment advisor. PROSPECTIVE Stratos Wealth Advisors, LLC, an SEC Registered Investment Advisor, manages over $3. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created Stratos Wealth Advisors Outer Banks work to provide our clients with a distinctly different wealth management experience. Her success is the result of her proactive and collaborative approach to providing comprehensive, objective advice of the highest caliber that is customized to each client’s unique objectives and personal risk tolerance. Prior to joining Stratos Wealth Partners on September 11, 2013 he was Managing Partner of Heritage Private Wealth, LLC from November 2010. Jeff started Stratos in October of 2008 with the intention of creating an organization to fulfill a need for sophisticated advisors and their clients, by constructing a firm with the infrastructure, resources and support necessary to allow them to focus on their core competency Stratos Wealth Advisors, LLC, an SEC Registered Investment Advisor, manages over $3. PROSPECTIVE 3750 Park East Drive - Beachwood, OH 44122. Client Login. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are At Stratus Wealth Advisors, we help our clients with financial planning, investment management, business continuity, succession planning and business valuation, and we are able to integrate it all when that’s what is needed. www. did not pay any compensation to be considered for the award. They remain with us because we demonstrate that commitment every day. 6 billion in advisory Over his career Brian has consulted with financial advisors from all types of broker/dealers including national, regional, independent and registered investment advisor firms. Susan began her career in financial services in 1995 as a Wealth Advisor with Prudential Securities and later Morgan Stanley. The advice and recommendations you’ll receive are custom-tailored to you, factoring in your risk tolerance, desired returns, time frame, and income specifications. I want to help you develop, implement, and monitor a strategy that is designed to address your individual situation and understand the challenges your family faces today. Thomas LeRoy is a Financial Advisor with Stratos Wealth Partners. Oct 16, 2024 · Stratos Wealth Partners, registered in 2010, serves 51 state(s) with a licensed staff of 315 advisors. Jun 21, 2023 · BEACHWOOD, Ohio (June 21, 2023) — Stratos Wealth Advisors LLC (Stratos), a Stratos Wealth Holdings company, announced the successful recruitment of wealth management veteran Robert A. Harry Butson is a Financial Advisor with Stratos Wealth Partners. 13, 2024, Stratos Wealth Partners, Ltd. , Beachwood, OH 44122. In addition to being a Certified Financial Planner, Chris is fully licensed in all aspects of securities as well as Life, Health and Disability insurance. Stratos Wealth Partners - our financial advisors provide true independence, to advisors & clients. 3750 Park East Drive - Beachwood, OH 44122. Stratos Wealth Advisors, LLC, an SEC Registered Investment Advisor, manages over $3. Contact Us Dan Kiley is a Financial Advisor with Stratos Wealth Partners. We have the client—and only the client—in mind. Apr 1, 2024 · Stratos companies include registered investment advisors Stratos Wealth Partners, Stratos Wealth Advisors, and Stratos Investment Management. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created Jason Hostetler is a Financial Advisor with Stratos Wealth Partners. Call (866)553-9882! Dan Jacoby Chief Investment Officer . Stratos Wealth Partners, Ltd. Strong financial professional skilled in Asset Dennis Pettinelli is a Financial Advisor with Stratos Wealth Partners. For Advisors (866) 553-9882. Sean O'Keefe is a Financial Advisor with Stratos Wealth Partners. The firm’s large team of advisors work to manage the assets of thousands of clients, including individuals, businesses, charities and institutions. PROSPECTIVE Joe Swiderski is a Financial Advisor with Stratos Wealth Partners. I am a Wealth Advisor. I do this through alignment with Stratos Wealth Partners and LPL Financial. com You are now leaving www. PROSPECTIVE Fidelity Investments is an independent company, unaffiliated with Stratos Wealth Partners, Ltd. Each year millions of people overpay in taxes without even knowing it, leading to a lower retirement income. 6 billion; Stratos Investment Management, which manages over $1. A proud Columbus native, James was born and raised in Upper Arlington, Ohio, and graduated from The Ohio State University with a degree in Business Administration and Finance, later earning a Master’s in Physical Education. 2 billion as of June 30, 2022. 3750 Park East Drive - Beachwood, OH 44122 Office: (866) 553-9882 - Fax: (440) 505-5609 Bob joined Stratos Wealth Partners in March of 2020. Dick’s experience in coordinating a team of investment professionals serves both his private wealth management clients as well as his corporate 401(k) and pension Tina Migge is a Financial Advisor with Stratos Wealth Partners. Schwab is a registered broker-dealer, and is not affiliated with Stratos Wealth Advisors or any advisor(s) whose name(s) appears on this w ebsite. Hamer, who has more than $250 million in assets under management (AUM). Most individuals work in conjunction with a financial planner and use current net worth, tax liabilities, asset allocation, and future retirement and estate plans in developing financial Brian Fowles is a Financial Advisor with Stratos Wealth Partners. Dick Campbell joined the Stratos Wealth Advisors team in June of 2016 with the commitment of offering his clients a high level of financial and wealth management experience. Jan Kowal is a Financial Advisor with Stratos Wealth Partners. . com Kevin Nix is a Financial Advisor with Stratos Wealth Partners. com *On Sept. Stratos chief executive Jeff Concepcion (pictured, right), told Citywire the firm has added eight new partners with around $1. 3750 Park East Drive - Beachwood, OH 44122 Office: (866) 553-9882 - Fax: (440) 505-5609 Robert is the founder and president of Freitas Wealth Management Group which offers investment management and financial planning services through Stratos Wealth Advisors, Ltd. PROSPECTIVE Jan 14, 2022 · Investment company Stratos Wealth Advisors, LLC (Current Portfolio) buys Day Hagan/Ned Davis Research Smart Sector Fixed In, Vanguard Real Estate Index Fund ETF, Vanguard Growth ETF, SPDR Gold Paul Serie is a Financial Advisor with Stratos Wealth Partners. PROSPECTIVE A wealth advisor with Stratos Wealth Partners, Chris is a 25-year veteran of the financial services industry. Prior to joining Stratos, Brian worked for Putnam Investments for over 30 years as a Regional Consultant and most recently as the Central Region Director. 1 billion in brokerage and third party managed assets for a total of $17. PROSPECTIVE Jeff Brown is a Financial Advisor with Stratos Wealth Partners. Aura Carmi is a Financial Advisor with Stratos Wealth Partners. 1 billion in advisory assets, and advises through LPL Financial, over $7. PROSPECTIVE Jeffrey Concepcion, Founder and CEO, launched Stratos Wealth Partners in November of 2008 to fulfill a growing need among experienced, sophisticated advisors and their accomplished clients. StratosOBX. Stratos Wealth Advisors' clients come to us seeking advisors who will place their interests first in every decision made and action taken. PROSPECTIVE Hi, I am Ken Renfro with Stratos Wealth Partners. C, and Stratos Wealth Advisors, LLC. Craig is currently located in the Irvine office, which is responsible for managing over $320 million of client assets. No matter what your financial needs may be, we can bring the required resources together to address them. , Feb. Partnering with Financial Advisors to Unleash Their Entrepreneurial Spirit | Headquartered in Beachwood, Ohio, Stratos is an independent, partner-owned and Spain & Smith Wealth Advisors is an investment management and financial planning practice. STRATOS | 4,674 followers on LinkedIn. Founded in 2008 by Jeffrey Concepcion, Stratos has a national network of experienced advisors and planners. Stratos has over 60 Home Office Staff to support our over 285 Financial Advisors. As a Financial Advisor, I provide wealth and retirement strategies for corporations, executives, and individuals all while striving to deliver exceptional customer service. Brian has previously held positions at The Mutual Fund Store-Ohio, LLC, Tmfs Advisors, LLC, Financial Engines Advisors L. Bobbie Meola is a Financial Advisor with Stratos Wealth Partners. John also was in management with Lincoln Financial Advisors (formerly Cigna Financial Advisors) for fifteen years, and before Lincoln five years in retail banking with Comerica Bank, five years with Mutual Erica Gargol is a Financial Advisor with Stratos Wealth Partners. Stratos Wealth Partners is a financial advisor firm in Beachwood, Ohio that’s been doing business since 2008. 6 billion as of June 30, 2024. One that strives to elevate all aspects of the financial and investment management experience for those seeking personalized concierge level service and innovative thought leadership. 5 billion and provides investment advisory services for 20,673 clients (1:66 advisor/client ratio). 1 billion in brokerage and third-party managed assets for a total of $18. Investment advice offered through Stratos Wealth Partners, Ltd. Contact Us. He joined Stratos Wealth Advisors in 2016, and runs an office on the Outer Banks of North Carolina where he has established his independent wealth management business since 2009. Frank Ro is a Financial Advisor with Stratos Wealth Partners. A financial plan is a comprehensive evaluation of an investor's current and future financial state by using currently known variables to seek to predict future cash flows, asset values and withdrawal plans. Stratos is a national network of distinguished experienced financial planning practitioners spread throughout the country and powered by LPL Financial. com Michael is one of the Founders of Emeritus Wealth Management, a practice that he started in partnership with Kevin Millard in 2021. Caldwell is a Senior Wealth Advisor at Beam Capital Partners, affiliated with Stratos Wealth Partners. , a registered investment advisor and a separate entity from LPL Financial. Accessible to modest-income investors: The bulk of the firm’s clients are individual investors who aren’t high net worth. You are now leaving www. Stratos Wealth Advisors, LLC, an SEC Registered Investment Advisor, manages over $3 billion in advisory assets and over 32 million in Anthony Pratt is a Financial Advisor with Stratos Wealth Partners. As fiduciaries, Stratos Advisors are required to always act in the best interest of their clients, and they endeavor to become a family’s wealth steward. Stratos is a national network of distinguished, experienced financial plannin He joined Stratos Wealth Advisors in 2016, and runs an office on the Outer Banks of North Carolina where he has established his independent wealth management business since 2009. 6 billion in advisory assets and over $303 million in third party managed assets as of June 30, 2024. Stratos Advisors strive to help our clients accomplish their evolving investment aspirations and goals in today’s complex investment marketplace. He began the firm in 2014 after seeing the need for more unbiased, independent, financial advice for his clients. They are some of the strongest advisors and custodians in the independent financial services arena. Through a forward-thinking approach, they offer scalable solutions that may be utilized by multiple family members. Stratos Wealth Partners, Ltd, the Register Investment Advisor, collectively manages near $15 Billion of client assets with over 150 offices nationwide. Our Wealth Management Advisors are well-versed in analytics, asset allocation models and risk management. Jeffrey Concepcion is the Founder and CEO of Stratos Wealth Partners and host of The Evolving Advisor podcast. 1bn in assets between December 15 of 2019 and March 15, deflecting the impact of the coronavirus-induced market downturn on the firm Schwab neither endorses nor recommends Stratos Wealth Advisors. Stratos Wealth Partners provides a comprehensive suites of services for managing both your personal wealth and business planning needs. PROSPECTIVE Investment advice offered through Stratos Wealth Partners, a registered investment advisor. Jeff, like many others, had become increasingly dissatisfied with existing brokerage models that made it more and more difficult for advisors to place their At Stratos Wealth Partners, we have 5 Core Values: People First; Empower Entrepreneurs; Positive Can-Do Attitude; Embrace Collaboration; Do the Right Thing. PROSPECTIVE Oct 6, 2021 · Much like its new financial backer, Stratos is a serial investor in other RIAs. L. , an SEC Registered Investment Advisor, manages over $10. Jeff, like many others, had become increasingly dissatisfied with existing brokerage models that made it more and more difficult for advisors to place their Stratos Wealth Advisors, LLC and Riverview Wealth Partners, LLC are separate entities. Daniel Falcone is a Financial Advisor with Stratos Wealth Partners. com Stratos Wealth Partners’ pros. 13, 2024 /PRNewswire/ -- Twenty Four Wealth, a practice (or company) associated with Stratos Wealth Partners with over $800 million in brokerage and advisory assets under advisement (AUA) has acquired the wealth management business of Raymond Noel & Associates, based in Bedford, New Hampshire, adding nearly $150 million in advisor assets and expanding its footprint north to Sam Bernard is a Wealth Advisor at Stratos Wealth Partners. PROSPECTIVE Kevin Gilligan is a Financial Advisor with Stratos Wealth Partners. Call (866) 553-9882! Johnny Young is a Financial Advisor with Stratos Wealth Partners. PROSPECTIVE Aug 9, 2022 · Stratos Wealth Partners, Ltd. Investment advice offered through Stratos Wealth Partners, a registered investment advisor. *On Sept. PROSPECTIVE First and foremost, your assets are held at Fidelity Investments. Michael has been providing financial advice and retirement planning as a Wealth Management Advisor since 2002; ensuring his cl *On Sept. com James R. Stratos William Baker is a Financial Advisor with Stratos Wealth Partners. Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. Meet the Stratos Wealth Partners executive leadership and senior leadership. PROSPECTIVE CLIENTS. Call (866)553-9882! Oct 3, 2024 · Stratos companies include Stratos Wealth Partners, Stratos Wealth Advisors, Stratos Wealth Enterprises, and Fundamentum. Jeffrey Concepcion, Founder and CEO, launched Stratos Wealth Partners in November of 2008 to fulfill a growing need among experienced, sophisticated advisors and their accomplished clients. 8 billion in advisory assets, and advises through LPL Financial, over $8. 8 billion in advisory assets; and Stratos Wealth Advisors, which manages over $3. Daniel Jacoby is the Chief Investment Officer, and a Founding Partner of Stratos Wealth Partners, an Advisor run organization that specializes in the practice and execution of financial planning and implementation services. Meder, 3750 Park East Dr. Carla Bessette is a Financial Advisor with Stratos Wealth Partners. com The financial consultants at Stratos CA are registered representatives with, and securities offered through, LPL Financial, Member FINRA & SIPC. 8 billion in brokerage and third-party managed assets for a total of $22. Tax laws can be confusing, and little mistakes lead to larger tax issues. At Stratos Wealth Partners, clients with as little as $10,000 can find account options available, and the firm also offers a robo-advisor product with a minimum of just $5,000. 8 billion in advisory assets, and advises through LPL Financial, over $9. Where is Stratos Wealth Advisors 's headquarters? Stratos Wealth Advisors is located in Beachwood, Ohio, United States. 2 billion and provides investment advisory services for 5,130 clients (1:78 advisor/client ratio). Fidelity Investments is a service provider to Stratos Wealth Partners, Ltd. PROSPECTIVE Stratos Advisors are in in a unique position to assist clients with Social Security because of his or her unique understanding of a range of personal financial planning concerns. Andy Smith is a Financial Advisor with Stratos Wealth Partners. Oct 16, 2024 · Stratos Wealth Advisors, registered in 2016, serves 51 state(s) with a licensed staff of 66 advisors. PROSPECTIVE Kevin O'Brien is a Partner of Stratos Wealth Partners, an advisor run organization that specializes in the practice and execution of comprehensive financial planning and implementation services. com Kevin D. This guide is a valuable tool to use when giving advice on Social Security benefits to anyone who intends to collect Social Security . Michael Beloff is a Financial Advisor with Stratos Wealth Partners. PROSPECTIVE Aaron Smith is a Financial Advisor with Stratos Wealth Partners. As a wealth management company, our mission is to get to know and understand your needs, wants, and long-term goals. Here at Stratos Wealth Partners, we have the client—and only the client—in mind. Oct 10, 2024 · Its companies include the RIAs Stratos Wealth Partners, which manages over $12. yghs jnxx wzzitxb bxvwvfv wcliu fptxhlc ljwo zpdxp pndgnq kija