Walter Michel Anderson

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

• 08/2013 → 11/2019
  Morgan Stanley
  Baton Rouge, LA
• 01/2015 → 11/2019
  Morgan Stanley Private Bank, National Association
  New York, NY
• 11/2019 → Present
  Stratos Wealth Partners, Ltd
  Baton Rouge, LA
• 11/2019 → Present
  Lpl Financial Llc
  Baton Rouge, LA

Previous Registrations

• 2013-08-02 → 2019-11-22
  Morgan Stanley
  Baton Rouge, LA
• 2007-07-06 → 2013-08-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Baton Rouge, LA
• 2004-08-16 → 2007-07-12
  Morgan Keegan & Company, Llc
  Baton Rouge, LA
  Baton Rouge, LA

Other Businesses

1) 01/2019 - Insurance Business - Investment-Related - Address: 5145 Bluebonnet Blvd Baton Rogue, LA 70767 - Number of hours devoted per month: 0 - Description: Selling life insurance1)11/12/2019 - Anderson Wealth Management - DBA for LPL Business (entity for LPL business) - inv rel - located at reported business location(s) - start: 11/2019 - 160 hr/mth 2)11/12/2019 - Stratos Wealth Partners - inv rel - at reported business location(s) - start: 11/2019 - 160 hr/mth 3) 11/27/2019 - Stratos Wealth Partners, LTD - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 11/15/19 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Stratos Wealth Partners, LTD, an independent investment advisor firm. I started this business activity in 11/2019. 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. 4) 11/21/2019 - LPL Financial, LLC (Registered Representative) - Investment Related - At Reported Business Location (s) - 100% time spent between LPL Financial, LLC and Stratos Wealth Partners, Ltd. 5) 11/27/2019 - Stratos Wealth Partners, LTD - DBA: (Hybrid) Anderson Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 11/15/19 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%.

Exams

• S66 Uniform Combined State Law Examination
  2004-07-14

Other Names

• Walter Michel Anderson
• Michael Michel Anderson