Spencer Pistone Dieck

Employer firm

Stratos Wealth Advisors LLC CRD 283816

$5.57B regulatory AUM 17 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

• 09/2012 → 12/2023
  Beacon Financial Partners
  Wyncote, PA
• 06/2015 → 12/2023
  Beacon Financial Advisory Llc
  Beachwood, OH
• 12/2023 → Present
  Stratos Wealth Advisors, Llc
  Pepper Pike, OH

Previous Registrations

• 2015-06-24 → 2023-12-14
  Beacon Financial Advisory Llc
  Cleveland, OH

Other Businesses

PISTONE WEALTH ADVISORS POSITION: financial analyst NATURE: wealth management INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/05/2019 ADDRESS: 29525 Chagrin Blvd., Suite 305, pepper pike OH 44122, United States DESCRIPTION: invt analysis and trading, financial plan design, marketing, client support