Jeffrey William Fitz

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

• 09/2013 → 03/2021
  Merrill Lynch, Pierce, Fenner & Smith Inc.
  Short Hills, NJ
• 10/2013 → 03/2021
  Bank Of America, N.A.
  Short Hills, NJ
• 03/2021 → 07/2025
  Raymond James Financial Services, Inc.
  Briarcliff Manor, NY
• 03/2021 → 07/2025
  Raymond James Financial Services Advisors, Inc.
  Briarcliff Manor, NY
• 03/2021 → 05/2024
  Boston Harbor Wealth Advisors
  Pound Ridge, NY
• 03/2020 → Present
  Fitz Wealth Management
  Pound Ridge, NY
• 07/2025 → Present
  Lpl Financial Llc
  Pound Ridge, NY
• 07/2025 → Present
  Stratos Wealth Partners, Ltd.
  Pound Ridge, NY

Previous Registrations

• 2021-03-23 → 2025-07-23
  Raymond James Financial Services Advisors, Inc
  Pound Ridge, NY
  Briarcliff Manor, NY
  Palm Beach Gardens, FL
  Palme Beach Gardens, FL
  Palm Beach Gardens, FL
  Pound Ridge, NY
  Briarcliff Manor, NY
• 2013-09-06 → 2021-03-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Short Hills, NJ
  Pound Ridge, NY
  Pound Ridge, NY
• 2009-01-27 → 2013-09-10
  Wells Fargo Clearing Services, Llc
  Danbury, CT
  Purchase, NY
• 1998-05-28 → 2004-04-12
  Citigroup Global Markets Inc.
  Mount Kisco, NY
  Mt. Kisco, NY

Other Businesses

1 - 07/22/2025 - Stratos Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location(s) - Start Date: 07/14/2025 - 160 Hours/Month - 40 Hours During Trading - Financial Planning and includes insurance as well. 2 - 07/22/2025 - Fitz Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location(s) - Start Date: 07/14/2025 - 40 Hours/Month - 8 Hours During Trading. 3) 07/30/2025 - Stratos Wealth Partners - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location (s) - Start Date:07/14/2025 - 160 Hrs/Mth - 40 Hrs During Trading.I provide investment advisory services through Stratos Wealth Partners, an independent investment advisor firm. I started this business activity in 7/2025. 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) 07/30/2025 - Stratos Wealth Partners - Investment Related - Registered Investment Advisor DBA - At Reported Business Location (s) - Start Date:07/14/2025 - 160 Hrs/Mth - 40 Hrs During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-03-07
• S63 Uniform Securities Agent State Law Examination
  1992-08-27