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Stratos Wealth Partners, Ltd CRD 153184
$18.6B regulatory AUM 376 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-11 |
Branch Locations
Marco Island, FL • United States
3750 Park East Drive Suite 200, Beachwood, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sei Investments | Oaks | PA | 03/1997 | 01/2024 |
| Unknown | Marco Island | FL | 01/2024 | 12/2025 |
| Brookmont Capital Management | Marco Island | FL | 12/2025 | 04/2026 |
| Stratos Wealth Partners, Ltd. | Beachwood | OH | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 1993-05-03 |
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