Unclaimed Profile

Daniel John Stiffler

STRATOS WEALTH PARTNERS, LTD·BEACHWOOD, Ohio

SIE, Series 7, Series 24, Series 52TO, Series 53, Series 66Clean record16 years registeredSTRATOS WEALTH PARTNERS, LTD

3750 PARK EAST DR, BEACHWOOD, OH 44122CRD# 5269736Firm CRD# 153184

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel John Stiffler · BEACHWOOD, OH

Registration

CRD #5269736 · STRATOS WEALTH PARTNERS, LTD · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: STRATOS WEALTH PARTNERS, LTD

STRATOS WEALTH PARTNERS, LTD

Oct 2019 – Feb 2022

Beachwood, OH

KEY INVESTMENT SERVICES LLC

Feb 2014 – Oct 2019

BROOKLYN, OH

PNC INVESTMENTS

Nov 2010 – Feb 2014

CLEVELAND, OH

KEY INVESTMENT SERVICES LLC

Sep 2009 – Oct 2010

BROOKLYN, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 52TO

Series 53

Series 66

Registration record

First registered · September 8, 2009

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STRATOS WEALTH PARTNERS, LTD

CRD 153184 · SEC 801-71457

AUM

$12.5B

Regulatory assets under management

Employees

562

37,396 client accounts

Services offered by STRATOS WEALTH PARTNERS, LTD

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at STRATOS WEALTH PARTNERS, LTD →

Introduction

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Frequently Asked Questions

What services does Daniel John Stiffler offer?

Daniel John Stiffler specializes in Financial Planning, Investment Management, Wealth Management.

What are Daniel John Stiffler's credentials?

Daniel John Stiffler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel John Stiffler located?

Daniel John Stiffler is based in BEACHWOOD, Ohio, last registered with STRATOS WEALTH PARTNERS, LTD.

How does Daniel John Stiffler charge for services?

Daniel John Stiffler's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percentage of assets under management with third party managers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STRATOS WEALTH PARTNERS, LTD?

STRATOS WEALTH PARTNERS, LTD has approximately 562 employees and manages $12.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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