Stratos Wealth Partners

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Description

  • Headquartered in Solon, Ohio, Stratos Wealth Partners is an independent, partner-owned and operated financial services firm that works solely to facilitate the success of more than 150 independent financial advisors nationwide. The firm provides experienced financial advisors with a reliable infrastructure and resources that allow them the flexibility to develop and grow their own businesses. Stratos offers operational, strategic, and revenue-generating resources to advisors who are interested in going independent or are already independent. With more than 50 executive, functional, and support professionals in place, 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 powered by LPL Financial. 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 Partners Ltd., a registered investment advisor and 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.For a list of states in which we are registered to do business, please visit www.stratoswp.com
  • location

    Headquarters:3750 Park East Drive Suite 200, Beachwood, Ohio, United States

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  • Stratos Wealth Partners phone

    Phone Number: +1 866-553-9882

  • Stratos Wealth Partners website

    Website: https://www.stratoswealthpartners.com

  • Stratos Wealth Partners employees

    Employees:180

  • Stratos Wealth Partners revenue

    Revenue:$10 - 50M

  • Stratos Wealth Partners legal name

    Legal Name:Stratos Wealth Partners

  • Stratos Wealth Partners's Social Media

    Stratos Wealth Partners linkedin Stratos Wealth Partners facebook Stratos Wealth Partners twitter
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  • |  NAICS Code: 523930  |

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Person level website identification

CEO for Stratos Wealth Partners

Jeff Concepcion

Founder And Chief Executive Officer

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View Employees

Jacob Stewart

Chief Information Security Officer

Jeff Margulies

Partner

Robert Glance

Partner - Insurance Consultant

Rick Duffield

Founding Partner

James Pierik

Partner

Frequently Asked Questions regarding Stratos Wealth Partners

  • Where are Stratos Wealth Partners's Headquarters?

    Stratos Wealth Partners's Headquarters are in 3750 Park East Drive Suite 200,Beachwood,Ohio,United States

  • What is Stratos Wealth Partners's phone number?

    Stratos Wealth Partners's phone number is +1 866-553-9882

  • What is Stratos Wealth Partners's official website?

    Stratos Wealth Partners's official website is https://www.stratoswealthpartners.com

  • What is Stratos Wealth Partners's Revenue?

    Stratos Wealth Partners's revenue is $10 - 50M

  • What is Stratos Wealth Partners's NAICS code?

    Stratos Wealth Partners's NAICS code is 523930

  • How many employees are working in Stratos Wealth Partners

    Stratos Wealth Partners has 180 employees

  • What is Stratos Wealth Partners's Industry?

    Stratos Wealth Partners is in the industry of Financial Services

  • Who is Stratos Wealth Partners's CEO?

    Stratos Wealth Partners's CEO is Jeff Concepcion

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