Stratos Wealth Partners

Finance · Ohio, United States · 201-500 Employees

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Overview

Headquarters

3750 Park East Dr, Beachwood, Ohio, 4412...

Phone Number

(866) 553-9882

Revenue

$256.2 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 4
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
3
3
3
3
3
4

About Stratos Wealth Partners

Stratos Wealth Partners, an SEC Registered Investment Advisor, manages over $9.00 billion in advisory assets, and advises through LPL Financial, over $7.56 billion in brokerage and third-party managed assets for a total of $16.56 billion as of March 31, 2021. Stratos offers operational, strategic, and revenue-generating resources, as well as a reliable infrastructure, allowing advisors the flexibility to develop and grow their own business. Since its founding, Stratos has grown to 275 independent advisors, has over 60 home-office staff, and is located throughout the U.S. in over 87 locations. Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Stratos Wealth Partners, a registered investment advisor. Stratos Wealth Partners LTD and Twenty Four Wealth are separate entities from LPL Financial.Explore more
Stratos Wealth Partners's Social MediaPopular SearchesStratos Wealth Partners LtdStratos Wealth PartnersWww StratoswealthpartnersStratos Wealth Partners LLCStratos Wealth Advisors LLCSIC Code 62,628NAICS Code 52,523Show more

Stratos Wealth Partners Org Chart

JC
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Founder & Chief Executive Officer

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Nancy Andrefsky, Chief Financial Officer at Stratos Wealth Partners
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Chief Financial Officer

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Daniel Jacoby, Chief Information Officer at Stratos Wealth Partners
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Chief Information Officer

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Luis Camacho, President, Stratos Wealth Alliance at Stratos Wealth Partners
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President, Stratos Wealth Alliance

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Chief Investment Officer

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Controller

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Stratos Wealth Partners

$256.2M
201-500
Private
-
2008
$132.5M
201-500
Private
<$5M
2000
Matthew Adams, Chief Executive Officer & Managing Partner at Mission Wealth
Matthew AdamsCEO & Managing Partner
$129.4M
201-500
Private
-
1997
$66.3M
201-500
Private
<$5M
1988
William Farraj, Chief Marketing Officer & Senior Managing Partner at Independent Capital Management
William FarrajChief Marketing Officer & Senior Managing Partner
$51.5M
501-1,000
Private
-
1990
WM
William MorrisonPresident, Peninsula Wealth & Planner
$20.9M
501-1,000
Private
<$5M
2010
SW
Steve WuChief Technology Officer
$17.4M
201-500
Private
-
2004
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Stratos Wealth Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Stratos Wealth Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Stratos Wealth Partners.

Stratos Wealth Partners Tech Stack

A closer look at the technologies used by Stratos Wealth Partners

Most Recent Scoops

Hiring Plans
Stratos Wealth Partners has more open roles in Finance than it has had at any time in the past 6 months with an increased focus that include Customer Relationship Management, Finance, and Financial Planning, and experience with Portfolio Construction, Salesforce, Service Offerings, and Broker Dealers.
Hiring Plans
Open Position
Open Position
Hiring Plans
Stratos Wealth Partners is hiring in Marketing for the first time in 12 months with an increased focus that include WordPress SEO, and Canva (Software), and experience with Content Creation, Digital Marketing, Keyword Research, Blogs, and Email Marketing.
Hiring Plans
Hiring Plans
Hiring Plans
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Stratos Wealth Partners News & Media

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Frequently Asked Questions Regarding Stratos Wealth Partners

What is Stratos Wealth Partners's official website?
Stratos Wealth Partners's official website is www.stratoswealthpartners.com
What is Stratos Wealth Partners's Revenue?
Stratos Wealth Partners's revenue is $256.2 Million
What is Stratos Wealth Partners's SIC code?
Stratos Wealth Partners's SIC: 62,628
What is Stratos Wealth Partners's NAICS code?
Stratos Wealth Partners's NAICS: 52,523
How many employees does Stratos Wealth Partners have?
Stratos Wealth Partners has 201-500 employees
What industry does Stratos Wealth Partners belong to?
Stratos Wealth Partners is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Stratos Wealth Partners competition?
Stratos Wealth Partners top competitors include: Mission Wealth, AXIUS Financial, Signature Estate & Investment Advisors, Vision Financial
What companies has Stratos Wealth Partners acquired?
Stratos Wealth Partners has acquired the companies: NSC Asesores
What technology does Stratos Wealth Partners use?
Some of the popular technologies that Stratos Wealth Partners uses are: Freshservice, Zingfit, iCIMS, Microsoft SharePoint
Who is the CFO of Stratos Wealth Partners?
Stratos Wealth Partners's CFO is Nancy Andrefsky
How do I contact Stratos Wealth Partners?
Stratos Wealth Partners contact info: Phone number: (866) 553-9882 Website: www.stratoswealthpartners.com
What does Stratos Wealth Partners do?

Stratos Wealth Partners, an SEC Registered Investment Advisor, manages over $9.00 billion in advisory assets, and advises through LPL Financial, over $7.56 billion in brokerage and third-party managed assets for a total of $16.56 billion as of March 31, 2021. Stratos offers operational, strategic, and revenue-generating resources, as well as a reli... able infrastructure, allowing advisors the flexibility to develop and grow their own business. Since its founding, Stratos has grown to 275 independent advisors, has over 60 home-office staff, and is located throughout the U.S. in over 87 locations. Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Stratos Wealth Partners, a registered investment advisor. Stratos Wealth Partners LTD and Twenty Four Wealth are separate entities from LPL Financial.Read More

What are Stratos Wealth Partners social media links?
Stratos Wealth Partners Linkedin page Stratos Wealth Partners Twitter page Stratos Wealth Partners Facebook page
Is Stratos Wealth Partners a public company?
Stratos Wealth Partners is private company therefore does not currently have an official ticker symbol
See more information about Stratos Wealth Partners

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