Stratos Wealth Partners, Ltd
Stratos Wealth Partners, Ltd (CRD# 153184) is a financial advisory firm headquartered in Beachwood, OH. They manage $4,262,062,210 in 16,432 accounts and serve the financial needs of clients across 50 states (or territories).
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Total Assets Under Management4,262MILLION
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Total Number of Accounts16,432ACCOUNTS
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Average Account Value$259,376
- 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
Chad Boreman (CRD# 2846995) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Wooster, OH and has over 20 years of experience in the finance industry.
Andrew Maimona (CRD# 3053663) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Hudson, OH and has over 19 years of experience in the finance industry.
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.
Mark Brenneman (CRD# 5803777) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Harrisonburg, VA and has over 6 years of experience in the finance industry. Mark Brenneman 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 Cohen (CRD# 4231783) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Rockville, MD and has over 17 years of experience in the finance industry. Jason Cohen 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.
Katherine Fibiger (CRD# 4564724) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Westport, CT and has over 15 years of experience in the finance industry. Katherine Fibiger 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.