STRATOS WEALTH PARTNERS, LTD

BEACHWOOD, Ohio·13 registered advisors·CRD# 153184
SEC# 801-71457101440-519-2500
01

Firm Overview

AUM
$12.5B
Regulatory assets under management
Employees
562
Total firm employees
Advisors
13
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PERCENTAGE OF ASSETS UNDER MANAGEMENT WITH THIRD PARTY MANAGERS
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at STRATOS WEALTH PARTNERS, LTD

13 registered advisors
Barbara Jean Dull Simons
BEACHWOOD, Ohio
Bryan D Meilinger
BEACHWOOD, Ohio
Daniel Jack Jacoby
BEACHWOOD, Ohio
Daniel John Stiffler
BEACHWOOD, Ohio
Douglas Alan Burns
BEACHWOOD, Ohio
Eric Andrew Beahn
BEACHWOOD, Ohio
Jeffrey Alan Concepcion
BEACHWOOD, Ohio
Jennifer Carolynn Isaacs
BEACHWOOD, Ohio
Jennifer Kathryn Collins
BEACHWOOD, Ohio
Kathryn Hale Louttit
BEACHWOOD, Ohio
Nancy Eileen Andrefsky
BEACHWOOD, Ohio
Phillip Stuart Nuttall
BEACHWOOD, Ohio
Thomas Michael Copley
BEACHWOOD, Ohio
05

Office Locations

BEACHWOOD, Ohio
13 advisors

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Data sourced from SEC Form ADV filings. STRATOS WEALTH PARTNERS, LTD (CRD# 153184) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.