Cooper Grady

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

• 01/2024 → Present
  Stratos Wealth Partners
  Redwood City, IL
• 01/2014 → 02/2018
  Northwestern Mutual Investment Services, Llc
  Charleston, SC
• 10/2014 → 07/2020
  Robert Gorman
  Charleston, SC
• 07/2023 → 02/2024
  Advisor Group
  Redwood City, CA
• 07/2020 → 06/2022
  Marathon Financial Group
  Boston, MA
• 06/2026 → Present
  Lpl Financial Llc
  Mattoon , IL
• 06/2022 → 07/2023
  Advisor Group
  Redwood City, CA

Other Businesses

1. 05/2026 - Pettinelli Financial Partners - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 130 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 6/2/2026 2. 05/2026 - Stratos Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 130 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 6/2/2026 3. 05/2026 - Grady Private Holdings, LLC - Business Entity For Tax/Investment Purposes Only - Inv Related – 5 Hour(s)/Month – 0 Hour(s) During Trading – Mattoon IL 61938 – OBA Start Date: 05/04/2026

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Cooper Shea Grady