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Thomas Michael Copley

STRATOS WEALTH PARTNERS, LTD·BEACHWOOD, Ohio
Unclaimed Profile
3750 PARK EAST DR, BEACHWOOD, OH 44122CRD# 4723534Firm CRD# 153184
01

About

Thomas Michael Copley is a registered financial advisor based in BEACHWOOD, Ohio, affiliated with STRATOS WEALTH PARTNERS, LTD. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
STRATOS WEALTH PARTNERS, LTD
STRATOS WEALTH PARTNERS, LTD
AUM
$12.5B
Regulatory assets under management
Employees
562
Total firm employees
View all advisors at STRATOS WEALTH PARTNERS, LTD →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PERCENTAGE OF ASSETS UNDER MANAGEMENT WITH THIRD PARTY MANAGERS
Regulatory
SEC/IARD CRD# 4723534
Firm CRD# 153184
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Thomas Michael Copley offer?
Thomas Michael Copley specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BEACHWOOD, Ohio for a consultation.
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, working with STRATOS WEALTH PARTNERS, LTD. Their office serves clients in the BEACHWOOD metropolitan area and surrounding communities.
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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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)DUBLIN (93)AKRON (70)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideDUBLIN GuideAKRON Guide
Research
Advisor Fees in OhioNational Fee Analysis
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