Stratos Wealth Partners, Ltd

Stratos Wealth Partners, Ltd (CRD# 153184) is a financial advisory firm headquartered in Beachwood, OH. They manage $5,443,576,293 in 21,245 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,444
    MILLION
  • Total Number of Accounts
    21,245
    ACCOUNTS
  • Average Account Value
    $256,229
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Stratos Wealth Partners, Ltd
Showing 1 - 10 of 282 top financial advisors.
1
Teresa D. Owsley
CRD#: 2483337
3455 Mill Run Drive, Ste 105, Hilliard, OH 43026

Teresa Owsley (CRD# 2483337) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Hilliard, OH and has over 24 years of experience in the finance industry.

2
Craig P. Adams
CRD#: 1260613
5929 S Fashion Pointe Dr, Suite 204, Ogden, UT 84403

Craig Adams (CRD# 1260613) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Ogden, UT and has over 35 years of experience in the finance industry. Craig Adams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
David H. Allen
CRD#: 2312702
60 Walnut Street, Suite 101, Wellesley, MA 02481

David Allen (CRD# 2312702) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Wellesley, MA and has over 27 years of experience in the finance industry.

4
Mark W. Ambrose
CRD#: 2242378
1603 Carmody Ct, Suite 300, Sewickely, PA 15143

Mark Ambrose (CRD# 2242378) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Sewickely, PA and has over 27 years of experience in the finance industry. Mark Ambrose has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Kelly M. Anderson
CRD#: 5371222
801 N. Lake Dr, Ste 200, Lexiington, SC 29072

Kelly Anderson (CRD# 5371222) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Lexiington, SC and has over 8 years of experience in the finance industry.

6
Walter M. Anderson
CRD#: 4789500
5145 Bluebonnet Blvd., Suite A, Baton Rouge, LA 70809

Walter Anderson (CRD# 4789500) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Baton Rouge, LA and has over 15 years of experience in the finance industry.

7
Nancy E. Andrefsky
CRD#: 5626963
3750 Park East Dr, Ste 200, Beachwood, OH 44122

Nancy Andrefsky (CRD# 5626963) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Beachwood, OH and has 1 year of experience in the finance industry.

8
Robert A. Armagno
CRD#: 5900584
3750 Park East Dr, Ste 200, Beachwood, OH 44122

Robert Armagno (CRD# 5900584) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Beachwood, OH and has over 8 years of experience in the finance industry.

9
Terrie F. Austin
CRD#: 2334313
9961 Brewster Lane Ste 200, Powell, OH 43065

Terrie Austin (CRD# 2334313) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Powell, OH and has over 26 years of experience in the finance industry. Terrie Austin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Kay M. Auwerter
CRD#: 5463625
3750 Park East Dr, Ste 200, Beachwood, OH 44122

Kay Auwerter (CRD# 5463625) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Beachwood, OH and has over 12 years of experience in the finance industry.

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