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
Peter Karas (CRD# 2375850) is an Investment Advisor Representative working at Stratos Wealth Advisors LLC in Northbrook, IL and has over 21 years of experience in the finance industry.
Christopher Kiley (CRD# 4409785) is an Investment Advisor Representative working at Stratos Wealth Advisors LLC in Cincinnati, OH and has over 22 years of experience in the finance industry. Christopher Kiley 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.
David King (CRD# 1433235) is an Investment Advisor Representative working at Stratos Wealth Advisors LLC in Seven Fields, PA and has over 37 years of experience in the finance industry.
Jan Kowal (CRD# 1619631) is an Investment Advisor Representative working at Stratos Wealth Advisors LLC in Fairfax, VA and has over 36 years of experience in the finance industry. Jan Kowal 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.
Jason Kowal (CRD# 6257326) is an Investment Advisor Representative working at Stratos Wealth Advisors LLC in Fairfax, VA and has over 7 years of experience in the finance industry.
Michael Ma (CRD# 4554453) is an Investment Advisor Representative working at Stratos Wealth Advisors LLC in Philadelphia, PA and has over 21 years of experience in the finance industry.
Haad Majied (CRD# 5075468) is an Investment Advisor Representative working at Stratos Wealth Advisors LLC in Beachwood, OH and has over 15 years of experience in the finance industry. Haad Majied 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 Merrick (CRD# 4500414) is an Investment Advisor Representative working at Stratos Wealth Advisors LLC in Cincinnati, OH and has over 21 years of experience in the finance industry. Brian Merrick 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.
Tina Migge (CRD# 4160106) is an Investment Advisor Representative working at Stratos Wealth Advisors LLC in Canton, OH and has over 22 years of experience in the finance industry.
Kevin Millard (CRD# 5430403) is an Investment Advisor Representative working at Stratos Wealth Advisors LLC in Philadelphia, PA and has over 15 years of experience in the finance industry. Kevin Millard 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.