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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 2026-06-12
  • OH RA
    APPROVED
    Since 2026-06-12

Branch Locations

291 North Cleveland Massillon Road Suite 100, Akron, OH 44333 • United States

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2013-02-08
OH RA APPROVED 1999-10-18
  • TX RA
    APPROVED_RES
    Since 2013-02-08
  • OH RA
    APPROVED
    Since 1999-10-18

Branch Locations

Wooster, OH • United States

3637 Medina Rd Ste 340, Medina, OH 44256 • 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
Lpl Financial Llc Middleburg Heights OH 01/1997 Present
Marvin Wealth Management Westlake OH 05/2015 Present
Stratos Wealth Partners, Ltd. Akron OH 06/2026 Present
Other Businesses

1. 1/22/2002 - 21ST CENTURY FINANCIAL MANAGEMENT, INC.-Business Entity For Tax/Investment Purposes Only - WESTLAKE, OH. 2. 05/20/2015 - Marvin Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/01/2009 - 0 hours per month/ during trading 3. 07/08/2026 - Stratos Wealth Partners - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 06/15/2026 - 150 hours per month/ 70 hours during trading - I provide investment advisory services through Stratos Wealth Partners, an independent investment advisor firm. I started this business activity in 6/2026. 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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-11-11
  • S63 Uniform Securities Agent State Law Examination
    1997-11-11
Designations
  • Certified Financial Planner

View on SEC IAPD

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