Michael Beloff

Employer firm

Stratos Wealth Partners, Ltd CRD 153184

$18.6B regulatory AUM 376 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2009 → 03/2017
  Metlife Securities Inc
  Shelton, CT
• 07/2016 → 08/2018
  Massachusetts Mutual Life Insurance Company
  Springfield, MA
• 03/2017 → 08/2018
  Mml Investors Services, Llc
  Shelton, CT
• 08/2018 → Present
  Lpl Financial, Llc
  Stamford, CT
• 01/2024 → Present
  Stratos Wealth Partners, Ltd
  Stamford, CT

Previous Registrations

• 2017-03-25 → 2018-09-06
  Mml Investors Services, Llc
  Shelton, CT
• 2009-09-15 → 2017-03-25
  Msi Financial Services, Inc.
  Shelton, CT
• 2009-06-01 → 2009-09-14
  Morgan Stanley
  Stamford, CT
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Stamford, CT
  Greenwich, CT
• 2004-08-06 → 2007-04-02
  Morgan Stanley Dw Inc.
  Greenwich, CT
  Greenwich, CT
• 2002-01-14 → 2004-08-20
  Ubs Financial Services Inc.
  Stamford, CT

Other Businesses

1) 08/16/2018 - Stratos Wealth Management - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 08/2018 - 160 hr/mth 2) 8/24/2018 - LPL Financial, LLC (Registered Representative) - Investment Related - At Reported Business Location (s) - 100% time spent between LPL Financial, LLC and Stratos Wealth Partners, Ltd. 3) 10/8/2018 - Barnum Benefits Advisors - Investment Related - At Reported Business Location(s) - Property and Casualty - Started 09/24/2018 - 1 Hours Per Month During Securities Trading - Fixed insurance. 4) 11/21/2018 - SBG, Inc. - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 10/24/2018 - 2 hours/month - 2 hours during trading. 5) 08/27/2019 - Ash Brokerage - Investment related - At reported business location(s) - Non-Variable Insurance - start date:08/23/2019 - 1 hr/mo - 1 hr during trading. 6) 6/10/2021 - Belvedere Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 06/01/2021 - 160 Hours Per Month During Securities Trading. 7) 12/18/2023 - Stratos Wealth Partners - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 1/1/2024 - 160 Hrs/Mo; 8 Hrs During Trading. 8) 01/09/2024 - Stratos Wealth Partners DBA Belvedere Wealth Partners - Inv Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started: 1/1/2024 - 160 Hrs/Mo 8 Hrs During Trading. 9) 01/09/2024 - Stratos Wealth Partners, LTD - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Started: 1/1/2024 - 160 Hrs/Mo; 8 Hrs During Trading- I provide investment advisory services through Stratos Wealth Partners, LTD, an independent investment advisor firm. I started this business activity in 1/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 10) 12/09/2025-American Funds ABLE Advisory Council-Member-Other - Advisory Council-Inv Related-At Stamford, CT-Start date 12/01/2025-1hrs/mth-1hrs/mth during trading 11) 02/19/2026 - The American College - Speaker/ Seminar/ Workshops - Not Investment Related - King of Prussia, PA - Start Date 05/07/2026 - 1 hour per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2001-12-12

Designations

• Certified Financial Planner
• Chartered Financial Consultant