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Michael Robert Caligiuri De Jesus

Stratos Wealth Partners, Ltd

Dublin, OH

Dublin, OH

CRD 6209315

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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:

Current Employers
Stratos Wealth Partners, Ltd

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-07-07
TX RA APPROVED 2025-07-01
  • OH RA
    APPROVED
    Since 2025-07-07
  • TX RA
    APPROVED
    Since 2025-07-01

Branch Locations

Dublin, OH • United States

565 Metro Pl S Suite 300, Dublin, OH 43017 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hamilton Capital Management Inc Columbus OH 07/2014 04/2018
Caligiuri Financial Columbus OH 04/2018 Present
Caligiuri Financial Columbus OH 02/2020 06/2026
Stratos Wealth Partners, Ltd. Dublin OH 06/2025 Present
  • 07/2014 → 04/2018
    Hamilton Capital Management Inc
    Columbus, OH
  • 04/2018 → Present
    Caligiuri Financial
    Columbus, OH
  • 02/2020 → 06/2026
    Caligiuri Financial
    Columbus, OH
  • 06/2025 → Present
    Dublin, OH
Previous Registrations
  • 2018-05-24 → 2025-10-25
    Caligiuri Financial
    Dublin, OH
  • 2014-08-01 → 2018-04-06
    Columbus, OH
Other Businesses

02/10/2020 - Caligiuri Financial, LLC (DBA of Stratos Business) - Investment Related - Address: At reported location(s) - Position: Financial Advisor - Description: Investment Advice services. This LLC also has a promoter arrangement with Stratos Wealth Partners, Ltd/Parkview Partners Capital Management.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-10-21
S65 Uniform Investment Adviser Law Examination 2012-08-29
  • S63 Uniform Securities Agent State Law Examination
    2013-10-21
  • S65 Uniform Investment Adviser Law Examination
    2012-08-29
Designations
  • Certified Financial Planner
Other Names
  • Michael Caligiuri De Jesus

View on SEC IAPD

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