Unclaimed Profile

Thomas Michael Copley

STRATOS WEALTH PARTNERS, LTD·BEACHWOOD, Ohio

SIE, Series 3, Series 4, Series 6, Series 7, Series 24, Series 30, Series 52TO, Series 53, Series 63, Series 65, Series 79TOClean record22 years registeredSTRATOS WEALTH PARTNERS, LTD

3750 PARK EAST DR, BEACHWOOD, OH 44122CRD# 4723534Firm CRD# 153184

Profile Verification

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

Identity

Thomas Michael Copley · BEACHWOOD, OH

Registration

CRD #4723534 · STRATOS WEALTH PARTNERS, LTD · 22 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

Apr 2022 – Feb 2025

Beachwood, OH

ANCORA FAMILY WEALTH ADVISORS, LLC

Apr 2021 – Apr 2022

CLEVELAND, OH

KEY INVESTMENT SERVICES LLC

Dec 2007 – Jan 2021

BROOKLYN, OH

MCDONALD INVESTMENTS INC.

Aug 2006 – Feb 2007

BROOKLYN, OH

MORGAN STANLEY

Apr 2004 – Dec 2004

TOLEDO, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 4

Series 6

Series 7

Series 24

Series 30

Series 52TO

Series 53

Series 63

Series 65

Series 79TO

Registration record

First registered · April 13, 2004

Years registered · 22

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 Thomas Michael Copley offer?

Thomas Michael Copley specializes in Financial Planning, Investment Management, Wealth Management.

What are Thomas Michael Copley's credentials?

Thomas Michael Copley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas Michael Copley located?

Thomas Michael Copley is based in BEACHWOOD, Ohio, last registered with STRATOS WEALTH PARTNERS, LTD.

How does Thomas Michael Copley charge for services?

Thomas Michael Copley'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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