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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 |
|---|---|---|---|
| IN | RA | APPROVED | 2026-08-24 |
| KY | RA | APPROVED | 2026-08-24 |
| NC | RA | APPROVED | 2026-08-24 |
| OH | RA | APPROVED | 2026-08-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Cincinnati | OH | 02/2011 | 06/2023 |
| Avantax Insurance Agency, Llc | Cincinnati | OH | 02/2011 | 06/2023 |
| Avantax Advisory Services | Cincinnati | OH | 02/2011 | 06/2023 |
| Stratos Wealth Partners, Ltd | Fort Wright | KY | 06/2023 | 01/2025 |
| Dean Dorton Wealth Management Llc | Lexington | KY | 12/2024 | 08/2026 |
| Stratos Wealth Partners, Ltd | Cincinnati | OH | 08/2026 | Present |
1. 08/2026 - Vallota Capital Management, LLC: Not investment related. address: 3525 Spring View Dr, Cincinnati Ohio 45208, Nature of business: any for profit business practice. My position: sole member, owner. Relationship with Stratos. Nothing. Number of hours per month devoted to other business. 0 hours. it was established to be my new DBA, but i have decided to do something else. 2. 08/2026 - Stratos Wealth Partners, Ltd. (Insurance) - Inv Related - At reported locations(s) - licensed insurance agent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-01-02 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-01 |
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