Unclaimed Profile

Phillip Stuart Nuttall

STRATOS WEALTH PARTNERS, LTD·BEACHWOOD, Ohio

SIE, Series 6, Series 7, Series 9, Series 10, Series 63, Series 65, Series 99TOCFPClean record10 years registeredSTRATOS WEALTH PARTNERS, LTD

3750 PARK EAST DR, BEACHWOOD, OH 44122CRD# 5807229Firm CRD# 153184

Profile Verification

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

Identity

Phillip Stuart Nuttall · BEACHWOOD, OH

Registration

CRD #5807229 · STRATOS WEALTH PARTNERS, LTD · 10 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Sep 2025 – present

STRATOS WEALTH ADVISORS LLC

Aug 2023 – Sep 2025

San Diego, CA

STRATOS WEALTH PARTNERS, LTD

Aug 2023 – Sep 2025

San DIego, CA

LPL FINANCIAL LLC

Jan 2022 – Aug 2023

SAN DIEGO, CA

CAPITAL ONE INVESTING, INC.

Jan 2020 – Jan 2022

MCLEAN, VA

HSBC SECURITIES (USA) INC.

Apr 2016 – Nov 2019

WASHINGTON, DC

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 9

Series 10

Series 63

Series 65

Series 99TO

Registration record

First registered · April 13, 2016

Years registered · 10

Professional designation · CFP

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 Phillip Stuart Nuttall offer?

Phillip Stuart Nuttall specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BEACHWOOD, Ohio for a consultation.

What are Phillip Stuart Nuttall's credentials?

Phillip Stuart Nuttall holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Phillip Stuart Nuttall located?

Phillip Stuart Nuttall 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 Phillip Stuart Nuttall charge for services?

Phillip Stuart Nuttall'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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