Nancy Andrefsky, financial advisor Beachwood OH

Nancy Andrefsky

CRD Number: 5626963
Current Firm: Stratos Wealth Partners, Ltd

Nancy Andrefsky (CRD# 5626963) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Beachwood, OH and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial Solon, OH Jun 2012 - Current 11
Stratos Wealth Partners, Ltd. Solon, OH Oct 2008 - Current 15

Nancy Andrefsky has no recent exams reported.
Contact Info for Nancy E. Andrefsky
Phone Number: 440-519-2500
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    10,316
    MILLIONS
  • Total Number of Accounts
    33,863
    ACCOUNTS
  • Average Account Value
    $304,647
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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