Stratos Wealth Partners, Ltd
Stratos Wealth Partners, Ltd (CRD# 153184) is a financial advisory firm headquartered in Beachwood, OH. They manage $3,101,004,210 in 16,439 accounts and serve the financial needs of clients across 50 states (or territories).
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Total Assets Under Management3,101MILLION
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Total Number of Accounts16,439ACCOUNTS
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Average Account Value$188,637
- 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)
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
Craig Adams (CRD# 1260613) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Ogden, UT and has over 33 years of experience in the finance industry. Craig Adams 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.
Zachary Beckerley (CRD# 5709157) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Frisco, TX and has over 8 years of experience in the finance industry. Zachary Beckerley 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.
Erin Botsford (CRD# 1951223) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Frisco, TX and has over 28 years of experience in the finance industry. Erin Botsford 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.
Donald Delmonte (CRD# 1413341) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Marlton, NJ and has over 22 years of experience in the finance industry. Donald Delmonte 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.
Stephen Gainey (CRD# 4188629) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Gulfport, MS and has over 17 years of experience in the finance industry. Stephen Gainey 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.
Erica Gargol (CRD# 4542813) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Scottsdale, AZ and has over 15 years of experience in the finance industry. Erica Gargol 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.
Stephen Gaskins (CRD# 2595932) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Wilmington, NC and has over 17 years of experience in the finance industry. Stephen Gaskins 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.
Amy Grammer (CRD# 5874713) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Dalton, GA and has over 6 years of experience in the finance industry. Amy Grammer 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.
Liam Guiney (CRD# 3073880) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Akron, OH and has over 19 years of experience in the finance industry. Liam Guiney 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.
William Heatwole (CRD# 1332547) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Harrisonburg, VA and has over 32 years of experience in the finance industry.