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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2026-03-16 |
Branch Locations
291 North Cleveland Massillon Road, Akron, OH 44333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | Akron | OH | 09/2007 | 04/2022 |
| Morgan Stanley Smith Barney Llc | Akron | OH | 04/2022 | 03/2026 |
| Lpl Financial Llc | Akron | OH | 03/2026 | Present |
| Stratos Wealth Partners, Ltd. | Akron | OH | 03/2026 | Present |
1. 03/2026 - Stratos Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment related - At Reported Business Location(s) - 160 Hrs/Mth - 130 Hrs During Trading - OBA start date: 3/4/2026 2. 03/2026 - Notary - Notary - Investment related - New Franklin OH 44203 - 01 Hrs/Mth -00 Hrs During Trading - OBA start date:11/18/2013 3. 03/25/2026 - Stratos Wealth Partners - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location (s) - Start Date 03/16/2026 - 160 hours per month/ 130 hours during trading - I provide administrative support to Stratos Wealth Partners, an independent investment advisor firm. I started this business activity in 3/2026. I expect to spend approximately [#] 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-10 |
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