Best Investors Account Sign in
Current Employers
Stratos Wealth Partners, Ltd

3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2020-08-17
TX RA APPROVED_RES 2020-07-16
  • OH RA
    APPROVED
    Since 2020-08-17
  • TX RA
    APPROVED_RES
    Since 2020-07-16

Branch Locations

3750 Park East Drive Suite 200, Beachwood, OH 44122 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc Beachwood OH 10/2012 05/2020
Lpl Financial Llc Beachwood OH 07/2020 Present
Stratos Wealth Partners, Ltd Beachwood OH 07/2020 Present
Previous Registrations
  • 2012-10-01 → 2020-06-15
    Beachwood, OH
    Chagrin Falls, OH
  • 2005-09-26 → 2012-10-01
    Chase Investment Services Corp.
    Chagrin Falls, OH
    Wickliffe, OH
    Beachwood, OH
    Pepperpike, OH
    Pepper Pike, OH
  • 2001-04-11 → 2005-08-29
    Morgan Stanley Dw Inc.
    Chagrin Flls, OH
Other Businesses

1. 7/15/2020 - Stratos Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/01/2020 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 2. 7/15/2020 - LPL Financial, LLC (Registered Representative) - Investment Related - At Reported Business Location (s) - 100% time spent between LPL Financial, LLC and Stratos Wealth Partners, Ltd. 3. 8/20/2020 - Stratos Wealth Partners, LTD - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 07/01/2020 - 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 07/2020. 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. 11/30/2022 - The Ohio State Life Insurance Company - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Advisor - Start Date - 11/15/2022 - 1 Hours Per Month/0 Hours During Securities Trading 5. 01/12/2023 - Samer Hilal Wealth LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 01/01/2023 - 50 Hours Per Month/8 Hours During Securities Trading. 6. 02/29/2024 - Berson-Sokol Agency, Inc - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 03/01/2024 - 5 Hours Per Month/ 2 Hours During Trading 7. 11/13/2024 - Cleveland Insurance Solutions Group LLC - Insurance Agency - Investment Related - At Reported Business Location(s) - Start Date 08/13/2024 - 4 Hours Per Month/ 0 Hours During Trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-09-01
S63 Uniform Securities Agent State Law Examination 1995-08-11
  • S65 Uniform Investment Adviser Law Examination
    1995-09-01
  • S63 Uniform Securities Agent State Law Examination
    1995-08-11
Other Names
  • Samer Antoine Hilal

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Beachwood, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor