James Picolo, financial advisor Dublin OH

James Picolo

CRD Number: 4445794
Current Firm: Stratos Wealth Advisors LLC

James Picolo (CRD# 4445794) is an Investment Advisor Representative working at Stratos Wealth Advisors LLC in Dublin, OH and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Stratos Wealth Advisors, LLC Dublin, OH Apr 2023 - Current < 1
Stratos Wealth Partners, Ltd Hilliard, OH Nov 2017 - Current 6
Lpl Financial LLC Hilliard, OH Nov 2017 - May 2023 5
Mml Investors Services, LLC Dublin, OH Mar 2017 - Nov 2017 < 1
Mass Mutual Life Insurance Company Dublin, OH Jul 2016 - Nov 2017 1
Metlife Akron, OH Jan 2006 - Mar 2017 11
Metlife Resources Akron, OH Jan 2006 - Mar 2017 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2001
Contact Info for James C. Picolo
Phone Number: (440) 519-2500
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    3,549
    MILLIONS
  • Total Number of Accounts
    12,212
    ACCOUNTS
  • Average Account Value
    $290,650
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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