Albert Jennings Segura

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

• 04/2012 → 02/2021
  Merrill Lynch, Pierce, Fenner And Smith Incorporated
  Beverly Hills, CA
• 10/2012 → 02/2021
  Bank Of America, N.A.
  Beverly Hills, CA
• 04/2021 → Present
  Lpl Financial, Llc
  Beverly Hills, CA
• 04/2021 → Present
  Stratos Wealth Partners, Ltd.
  Beverly Hills, CA

Previous Registrations

• 2012-09-05 → 2021-03-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Beverly Hills, CA
  Beverly Hills, CA
  Beverly Hills, CA
  Los Angeles, CA

Other Businesses

1) 5/2015 - Non-Variable Insurance - Albert Segura - 1% - Beverly Hills, CA 90210 2) 5/2017 - Real Estate Rental - MERLIN DAVID ALBERT, LLC - Investment Related - 2% - 2320 Veterans Blvd, Metairie, LA 70002 3) 3/2021 - DBA for LPL Business (entity for LPL business) - Stratos Wealth Partners - Investment Related - Beverly Hills, CA 90212 4) 10/2012 - Real Estate Rental - MAC MRET, LLC - Investment Related - 2% - 3400 Canal St. New Orleans, LA 70119 5) 4/7/2021 - LPL Financial, LLC (Registered Representative) - Investment Related - At Reported Business Location (s) - 100% time spent between LPL Financial, LLC and Stratos Wealth Partners, Ltd. 6) 4/14/2021 - Stratos Wealth Partners, LTD - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 3/24/2021 - 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 3/2021. 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.

Exams

• S66 Uniform Combined State Law Examination
  2012-09-01

Other Names

• Albert Jennings Segura
• Jennings Segura
• Albert J Segura