Chelsea June Adams

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

• 03/2021 → Present
  Lpl Financial, Llc
  Ogden, UT
• 05/2020 → 04/2021
  Utah State University
  Logan, UT
• 09/2016 → 05/2020
  University Of Nevada Las Vegas
  Las Vegas, NV
• 08/2014 → 09/2016
  Weber State University
  Ogden, UT
• 07/2021 → 12/2021
  Stratos Wealth Partners, Ltd
  Ogden, UT
• 12/2021 → Present
  Stratos Wealth Partners, Ltd
  Ogden, UT

Other Businesses

1. 3/15/2021 - LPL Financial, LLC (Registered Representative) - Investment Related - At Reported Business Location (s) - 100% time spent between LPL Financial, LLC and Stratos Wealth Partners, Ltd. 2. 7/19/2021 - Stratos Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 7/14/2021 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 3. 7/21/2021 - Stratos Wealth Partners, LTD - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 7/14/2021 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide administrative support to Stratos Wealth Partners, LTD, an independent investment advisor firm. I started this business activity in 7/2021. 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. 09/19/2022 - Weber State University - Not Investment Related - 1395 Edvalson St Dept 1404 OGDEN UT84408-1404 - Outside/W-2 Employment - Adjunct Instructor - Start Date - 08/29/2022 - 10 Hours Per Month/0 Hours During Securities Trading 5. 02/09/2024 - Salt City Blues, L.L.C. - Non-Inv related - Salt Lake City, UT - Other - Dance - Co-Owner - Started: 8/1/2023 - 10 Hrs/mo; 0 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2021-10-19

Other Names

• Chelsea Ross
• Chelsea Adams