David Taucher

Employer firm

Stratos Wealth Advisors LLC CRD 283816

$5.57B regulatory AUM 17 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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1995 → 09/2016
  Rav Financial Services, Llc
  Beachwood, OH
• 10/2016 → 04/2019
  Sequoia Financial Group, Llc
  Akron, OH
• 09/2016 → 04/2019
  Sequoia Financial Advisors, Llc
  Akron, OH
• 04/2019 → 12/2019
  Springside Partners Llc
  Akron, OH
• 04/2019 → 12/2019
  Dakota Wealth, Llc
  Palm Beach Gardens, FL
• 12/2019 → 03/2020
  David Taucher
  Broadview Hts., OH
• 04/2020 → 12/2023
  Beacon Financial Advisory Llc
  Cleveland, OH
• 12/2023 → Present
  Stratos Wealth Advisors, Llc
  Pepper Pike, OH

Previous Registrations

• 2020-04-09 → 2023-12-14
  Beacon Financial Advisory Llc
  Cleveland, OH
• 2019-07-16 → 2019-12-11
  Dakota Wealth, Llc
  Akron, OH
  Palm Beach Gardens, FL
• 2019-04-16 → 2019-11-01
  Springside Partners Llc
  Akron, OH
• 2016-10-03 → 2019-04-10
  Sequoia Financial Group, L.L.C.
  Beachwood, OH
  Akron, OH
• 2004-05-10 → 2016-10-28
  Rav Financial
  Beachwood, OH

Other Businesses

Registered Investment Advisor DBA - Pistone Wealth Advisors. Inv. Related

Exams

• S63 Uniform Securities Agent State Law Examination
  1985-11-19

Designations

• Certified Financial Planner

Other Names

• David Michael Taucher