Unclaimed Profile

Douglas Alan Burns

STRATOS WEALTH PARTNERS, LTD·BEACHWOOD, Ohio

SIE, Series 4, Series 7, Series 9, Series 24, Series 52TO, Series 53, Series 66Clean record21 years registeredSTRATOS WEALTH PARTNERS, LTD

3750 PARK EAST DR, BEACHWOOD, OH 44122CRD# 4824998Firm CRD# 153184

Profile Verification

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

Identity

Douglas Alan Burns · BEACHWOOD, OH

Registration

CRD #4824998 · STRATOS WEALTH PARTNERS, LTD · 21 years registered

Brand Profile

Not yet started

Career History

STRATOS WEALTH PARTNERS, LTD

Oct 2021 – present

LPL FINANCIAL LLC

Oct 2021 – present

KEY INVESTMENT SERVICES LLC

Sep 2007 – Mar 2021

BROOKLYN, OH

MCDONALD INVESTMENTS INC.

Nov 2004 – Feb 2007

BROOKLYN, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 9

Series 24

Series 52TO

Series 53

Series 66

Registration record

First registered · November 1, 2004

Years registered · 21

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 Douglas Alan Burns offer?

Douglas Alan Burns specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BEACHWOOD, Ohio for a consultation.

What are Douglas Alan Burns's credentials?

Douglas Alan Burns is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Douglas Alan Burns located?

Douglas Alan Burns is based in BEACHWOOD, Ohio, working with STRATOS WEALTH PARTNERS, LTD. Their office serves clients in the BEACHWOOD metropolitan area and surrounding communities.

How does Douglas Alan Burns charge for services?

Douglas Alan Burns'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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