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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-05-03 |
Branch Locations
181 Turn Of River Road Suite 11, Stamford, CT 06905 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Yhb Investment Advisors Inc | West Hartford | CT | 06/2009 | 05/2026 |
| Stratos Wealth Partners, Ltd. | Stamford | CT | 05/2026 | Present |
1. 05/2026 - Belvedere Wealth Partners (DBA for Stratos Business) - Investment-Related - Address: At reported location(s) - Position: Financial Advisor - Number of hours devoted/during trading hours: 160 hrs 2. 07/2026 - Birchwood Consulting LLC - Not Inv Related - Address: New Canaan, CT - Position: Member - Number of hours devoted/during trading hours: 1 - Description: LLC is set up as a pass through for receiving commissions and keeping the business separate in preparation for joining Stratos.
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