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).

By the Numbers
  • Total Assets Under Management
    3,101
    MILLION
  • Total Number of Accounts
    16,439
    ACCOUNTS
  • Average Account Value
    $188,637
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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Stratos Wealth Partners, Ltd
Showing 1 - 10 of 264 top financial advisors.
1
Craig P. Adams
CRD#: 1260613
5929 S Fashion Pointe Dr, Suite 204, Ogden, UT 84403
96
Wealthminder
score

Craig Adams (CRD# 1260613) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Ogden, UT and has over 32 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.

2
Zachary W. Beckerley
CRD#: 5709157
3001 Dallas Parkway, Suite 100, Frisco, TX 75034
96
Wealthminder
score

Zachary Beckerley (CRD# 5709157) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Frisco, TX and has over 7 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.

3
Erin T. Botsford
CRD#: 1951223
3001 Dallas Parkway, Suite 100, Frisco, TX 75034
96
Wealthminder
score

Erin Botsford (CRD# 1951223) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Frisco, TX and has over 27 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.

4
Donald P. Delmonte
CRD#: 1413341
100 F Center Blvd, Marlton, NJ 08053
96
Wealthminder
score

Donald Delmonte (CRD# 1413341) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Marlton, NJ and has over 21 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.

5
Stephen M. Gainey
CRD#: 4188629
302 Courthouse Rd Suite D, Gulfport, MS 39507
96
Wealthminder
score

Stephen Gainey (CRD# 4188629) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Gulfport, MS and has over 16 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.

6
Erica E. Gargol
CRD#: 4542813
6929 E Greenway Parkway #180, Scottsdale, AZ 85254
96
Wealthminder
score

Erica Gargol (CRD# 4542813) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Scottsdale, AZ and has over 14 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.

7
Stephen W. Gaskins
CRD#: 2595932
1908 Eastwood Road, Suite 322, Wilmington, NC 28403
96
Wealthminder
score

Stephen Gaskins (CRD# 2595932) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Wilmington, NC and has over 16 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.

8
Amy B. Grammer
CRD#: 5874713
2201 Executive Park Drive, Dalton, GA 30720
96
Wealthminder
score

Amy Grammer (CRD# 5874713) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Dalton, GA and has over 5 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.

9
Liam B. Guiney
CRD#: 3073880
4000 Embassy Parkway Ste 420, Akron, OH 44333
96
Wealthminder
score

Liam Guiney (CRD# 3073880) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Akron, OH and has over 18 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.

10
William M. Heatwole
CRD#: 1332547
305 Lucy Dr, Harrisonburg, VA 22801
96
Wealthminder
score

William Heatwole (CRD# 1332547) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Harrisonburg, VA and has over 31 years of experience in the finance industry.

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