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Nancy Eileen Andrefsky

STRATOS WEALTH PARTNERS, LTD·BEACHWOOD, Ohio
SIE, Series 6Clean record10 years registeredSTRATOS WEALTH PARTNERS, LTD
3750 PARK EAST DR, BEACHWOOD, OH 44122CRD# 5626963Firm CRD# 153184

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nancy Eileen Andrefsky · BEACHWOOD, OH
Registration
CRD #5626963 · STRATOS WEALTH PARTNERS, LTD · 10 years registered
Brand Profile
Not yet started
01

Career History

STRATOS WEALTH PARTNERS, LTD
May 2016 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Registration record
First registered · May 3, 2016
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

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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05

Frequently Asked Questions

What services does Nancy Eileen Andrefsky offer?
Nancy Eileen Andrefsky specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BEACHWOOD, Ohio for a consultation.
What are Nancy Eileen Andrefsky's credentials?
Nancy Eileen Andrefsky is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nancy Eileen Andrefsky located?
Nancy Eileen Andrefsky 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 Nancy Eileen Andrefsky charge for services?
Nancy Eileen Andrefsky'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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Other Advisors at STRATOS WEALTH PARTNERS, LTD

Douglas Alan Burns
BEACHWOOD, OH
Jeffrey Alan Concepcion
BEACHWOOD, OH
Bryan D Meilinger
BEACHWOOD, OH
Jennifer Kathryn Collins
BEACHWOOD, OH
Kathryn Hale Louttit
BEACHWOOD, OH
Thomas Michael Copley
BEACHWOOD, OH

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Nearby cities in Ohio
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Research
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