Stratos Wealth Advisory Group

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Description

  • Headquartered in Purchase, NY, Stratos Wealth Advisory Group is an independent investment advisory firm that strives to place client interest at the forefront of every decision made and action taken. We seek to provide clients with a distinctly different wealth management experience. One that effectively elevates all aspects of the financial and investment management experience for clients seeking more personalized concierge level service and innovative thought leadership.The firm provides experienced financial advisors with a reliable infrastructure and resources that allow them the flexibility to develop and grow their own business. Stratos offers operational, strategic, and revenue-generating resources to advisors who are interested in going independent or are already independent. With more than 50 executives and support professionals in our home office, the firm has assembled a concierge team to assist our advisors in the execution of a full service solution for their clients. Although independently founded and structured, the firm is pleased to be supported by four custodial options, LPL Financial, Fidelity, Charles Schwab, & TD Ameritrade. This partnership provides advanced technology and communication tools alongside product and service partners that expand and grow every day, allowing us to further enhance the client experience.Securities offered through LPL Financial, Member SIPC sipc.org. Investment advice offered through Stratos Wealth Advisory Group Inc., are a separate entity from LPL Financial. third party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
  • location

    Headquarters:2975 Westchester Avenue Suite 418, Purchase, New York, United States

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  • Stratos Wealth Advisory Group phone

    Phone Number: +1 914-437-7065

  • Stratos Wealth Advisory Group website

    Website: https://www.stratoswealthadvisorygroup.com

  • Stratos Wealth Advisory Group employees

    Employees:4

  • Stratos Wealth Advisory Group revenue

    Revenue:$0 - 1M

  • Stratos Wealth Advisory Group legal name

    Legal Name:Stratos Wealth Advisory Group

  • Stratos Wealth Advisory Group's Social Media

    Stratos Wealth Advisory Group linkedin Stratos Wealth Advisory Group facebook Stratos Wealth Advisory Group twitter
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  • |  NAICS Code: 523930  |

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Person level website identification

Director Of Operations for Stratos Wealth Advisory Group

Samantha Morris

Director Of Operations

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View Employees

Samantha Morris

Director Of Operations

Samantha

Director Of Operations

Frequently Asked Questions regarding Stratos Wealth Advisory Group

  • Where are Stratos Wealth Advisory Group's Headquarters?

    Stratos Wealth Advisory Group's Headquarters are in 2975 Westchester Avenue Suite 418,Purchase,New York,United States

  • What is Stratos Wealth Advisory Group's phone number?

    Stratos Wealth Advisory Group's phone number is +1 914-437-7065

  • What is Stratos Wealth Advisory Group's official website?

    Stratos Wealth Advisory Group's official website is https://www.stratoswealthadvisorygroup.com

  • What is Stratos Wealth Advisory Group's Revenue?

    Stratos Wealth Advisory Group's revenue is $0 - 1M

  • What is Stratos Wealth Advisory Group's NAICS code?

    Stratos Wealth Advisory Group's NAICS code is 523930

  • How many employees are working in Stratos Wealth Advisory Group

    Stratos Wealth Advisory Group has 4 employees

  • What is Stratos Wealth Advisory Group's Industry?

    Stratos Wealth Advisory Group is in the industry of Financial Services

  • Who is Stratos Wealth Advisory Group's Director Of Operations?

    Stratos Wealth Advisory Group's Director Of Operations is Samantha Morris

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