Stratos Wealth Partners, Ltd

Stratos Wealth Partners, Ltd (CRD# 153184) is a financial advisory firm headquartered in Beachwood, OH. They manage $10,316,254,814 in 33,863 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    10,316
    MILLION
  • Total Number of Accounts
    33,863
    ACCOUNTS
  • Average Account Value
    $304,647
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)
  • Educational seminars/workshops
Types of Clients
Registered States
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, WY

Financial Advisors at Stratos Wealth Partners, Ltd
Showing 1 - 10 of 292 top financial advisors.
1
Teresa D. Owsley
CRD#: 2483337
9999 Brewster Ln, Suite 101, Powell, OH 43065

Teresa Owsley (CRD# 2483337) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Powell, OH and has over 28 years of experience in the finance industry.

2
Craig P. Adams
CRD#: 1260613
5929 S Fashion Pointe Dr, Suite 204, Ogden, UT 84403

Craig Adams (CRD# 1260613) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Ogden, UT and has over 39 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.

3
Mark W. Ambrose
CRD#: 2242378
Bradford Woods, PA

Mark Ambrose (CRD# 2242378) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Bradford Woods, PA and has over 31 years of experience in the finance industry. Mark Ambrose 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
Kelly M. Anderson
CRD#: 5371222
801 N. Lake Dr, Ste 200, Lexiington, SC 29072

Kelly Anderson (CRD# 5371222) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Lexiington, SC and has over 12 years of experience in the finance industry.

5
Walter M. Anderson
CRD#: 4789500
5145 Bluebonnet Blvd., Suite A, Baton Rouge, LA 70809

Walter Anderson (CRD# 4789500) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Baton Rouge, LA and has over 19 years of experience in the finance industry.

6
Nancy E. Andrefsky
CRD#: 5626963
3750 Park East Dr, Ste 200, Beachwood, OH 44122

Nancy Andrefsky (CRD# 5626963) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Beachwood, OH and has 1 year of experience in the finance industry.

7
Kay M. Auwerter
CRD#: 5463625
3750 Park East Dr, Ste 200, Beachwood, OH 44122

Kay Auwerter (CRD# 5463625) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Beachwood, OH and has over 16 years of experience in the finance industry.

8
Constantine S. Basdakis
CRD#: 1425737
18012 Sky Park Circle, Suite 150, Irvine, CA 92614

Constantine Basdakis (CRD# 1425737) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Irvine, CA and has over 38 years of experience in the finance industry.

9
Bradley E. Baumgartner
CRD#: 867410
Fort Lauderdale, FL

Bradley Baumgartner (CRD# 867410) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Fort Lauderdale, FL and has over 34 years of experience in the finance industry.

10
Eric A. Beahn
CRD#: 4917272
3750 Park East Drive #200, Suite 100, Beachwood, OH 44122

Eric Beahn (CRD# 4917272) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Beachwood, OH and has over 18 years of experience in the finance industry.

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