Stratos Wealth Advisors LLC
Stratos Wealth Advisors LLC (CRD# 283816) is a financial advisory firm headquartered in Beachwood, OH. They manage $3,549,414,846 in 12,212 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management3,549MILLION
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Total Number of Accounts12,212ACCOUNTS
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Average Account Value$290,650
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
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
Jarrett Felton (CRD# 4837268) is an Investment Advisor Representative working at Stratos Wealth Advisors LLC in Rochester, NY and has over 18 years of experience in the finance industry.
Jeremy Finger (CRD# 2945379) is an Investment Advisor Representative working at Stratos Wealth Advisors LLC in Myrtle Beach, SC and has over 25 years of experience in the finance industry. Jeremy Finger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Brian Fowles (CRD# 2575524) is an Investment Advisor Representative working at Stratos Wealth Advisors LLC in Westlake, OH and has over 27 years of experience in the finance industry.
Phillip Friedman (CRD# 6092134) is an Investment Advisor Representative working at Stratos Wealth Advisors LLC in Beachwood, OH and has over 8 years of experience in the finance industry.
Stephen Gierl (CRD# 1086533) is an Investment Advisor Representative working at Stratos Wealth Advisors LLC in Seven Fields, PA and has over 40 years of experience in the finance industry. Stephen Gierl has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Kenneth Gimbel (CRD# 1737279) is an Investment Advisor Representative working at Stratos Wealth Advisors LLC in Kennebunkport, ME and has over 35 years of experience in the finance industry.
Robert Hamer (CRD# 1163438) is an Investment Advisor Representative working at Stratos Wealth Advisors LLC in Northbrook, IL and has over 25 years of experience in the finance industry.
Erik Harpsoe (CRD# 2925717) is an Investment Advisor Representative working at Stratos Wealth Advisors LLC in Westlake, OH and has over 25 years of experience in the finance industry.
Jason Hostetler (CRD# 4812101) is an Investment Advisor Representative working at Stratos Wealth Advisors LLC in Canton, OH and has over 18 years of experience in the finance industry.
Wellborn Jack (CRD# 3252242) is an Investment Advisor Representative working at Stratos Wealth Advisors LLC in Beachwood, OH and has over 24 years of experience in the finance industry.