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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2024-06-07 |
| TX | RA | APPROVED_RES | 2024-06-05 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Philadelphia | PA | 10/2013 | 06/2024 |
| Jpmorgan Chase Bank Na | Philadelphia | PA | 10/2013 | 06/2024 |
| Stratos Wealth Partners, Ltd | Gladwyne | PA | 06/2024 | Present |
1. Ronald Wall Insurance Agent. Not investment related. Gladwyne, PA. Insurance agent. 06/04/2024. Sale and service of fixed insurance products. 2. Windsor Wealth Management LLC, (DBA for Stratos Business) - investment related. Gladwyne, PA. Agent. 06/10/2024. 100% time spent
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-06-12 |
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