Stratos Wealth Partners, Ltd
Stratos Wealth Partners, Ltd (CRD# 153184) is a financial advisory firm headquartered in Beachwood, OH. They manage $12,533,266,805 in 37,396 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management12,533MILLION
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Total Number of Accounts37,396ACCOUNTS
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Average Account Value$335,150
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
- Educational seminars/workshops
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, WY
Vicki Kline (CRD# 2445585) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Ravenna, OH and has over 30 years of experience in the finance industry.
Emile Koury (CRD# 1668493) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Gulfport, MS and has over 17 years of experience in the finance industry.
Michelle Laverty (CRD# 6038191) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Warren, OH and has 1 year of experience in the finance industry.
Robert Leach (CRD# 2575366) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in San Jose, CA and has over 27 years of experience in the finance industry.
Bruce Lindvig (CRD# 705041) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Scottsdale, AZ and has over 44 years of experience in the finance industry.
Daniel Loughlin (CRD# 5169710) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Marlton, NJ and has over 16 years of experience in the finance industry.
James Lupica (CRD# 314605) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Akron, OH and has over 42 years of experience in the finance industry.
Samuel Lupica (CRD# 2546030) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Akron, OH and has over 24 years of experience in the finance industry.
Craig Macomber (CRD# 5130186) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Irvine, CA and has over 16 years of experience in the finance industry.
Kisha Madison (CRD# 5322100) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Senoia, GA and has over 16 years of experience in the finance industry.