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3750 Park East Drive Suite 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-24 |
| NY | RA | APPROVED | 2021-02-12 |
| TX | RA | APPROVED | 2019-08-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stratos Wealth Advisors, Llc | Naples | FL | 08/2019 | Present |
| Gary Kleiman Cpa | New York | NY | 06/2018 | 01/2024 |
| Ernst & Young | New York | NY | 07/2017 | 06/2018 |
| State University Of New York | New Paltz | NY | 09/2012 | 06/2017 |
1. McCann Wealth Management - DBA for investment advisory and financial planning practice. Address of record. Inv Related. Financial Advisor. Start 2/2021. 160 hours per month/130 hours per month during securities trading hours. 2. McCann & McCann CPA - CPA Firm - Address: At reported location(s) - Position: Owner - Start Date: 5/16/2022 - Total hours spent per month: 10 - Total hours during business hours: 10
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-17 |
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