Eric Joseph Fessler

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

• 03/2023 → 01/2024
  9258 Wealth Management
  Cincinnati, OH
• 07/2021 → 03/2023
  Constellation
  Cincinnati, OH
• 01/2010 → 06/2021
  5/3 Bank
  Cincinnati, OH
• 05/2024 → 09/2025
  Aspiriant Wealth Management
  Cincinnati, OH
• 01/2026 → Present
  Stratos Wealth Advisors, Llc
  Cincinnati, OH
• 01/2024 → 05/2024
  Unemployed
  Cincinnati, OH
• 09/2025 → 01/2026
  Unemployed
  Cincinnati, OH

Previous Registrations

• 2023-07-31 → 2024-01-30
  9258 Wealth Management, Llc
  Blue Ash, OH

Other Businesses

1. 8/1/2025 - Fusion FC - Not Investment-related - Address: 2335 Buttermilk Crossing Suite 331 Crescent Springs, KY 41017 - Position: Coach- Number of hours per month: 8 (12 weeks out of the year) - Number of hours devoted during trading hours: 0 - Soccer Club 2. 1/28/2026 - Retirement Corporation of America (DBA for Stratos) - Investment-Related - Address: At reported location(s) - Position: Trading Operations Manager - Number of hours devoted/during trading hours per month: 160

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-07-29