Joseph Andrew Zarlinga

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:

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

Current Employers

Employment History

• 02/2009 → Present
  Lpl Financial Llc
  Chagrin Falls, OH
• 08/2010 → Present
  Stratos Wealth Partners, Ltd
  Chagrin Falls, OH

Previous Registrations

• 2000-01-01 → 2009-02-04
  Osaic Fa, Inc.
  Solon, OH
  Orange Village, OH
  Solon, OH

Other Businesses

1. 1/27/2009 - LPL Financial, LLC (Registered Representative) - Investment Related - At Reported Business Location (s) - 100% time spent between LPL Financial, LLC and Stratos Wealth 2. 4/3/2009 - SARZAR, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Owner - Time Spent 1% - The name of the OBA is SARZAR, LLC. It's a limited liability company to facilitate payment of payroll to my assistant. - Owner of entity used for payroll. 3. 8/5/2009 - Stratos Wealth Partners, Ltd. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 4. 8/13/2010 - Stratos Wealth Partners, Ltd - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Start Date: 2/2009 - Time Spent 100% - I provide investment advisory services through Stratos Wealth Partners LTD, an independent investment advisor firm. I started this business activity in 2/2009. 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. 5. 1/18/2011 - No Business Name - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE - Agent - Time Spent 35% - S ale and servicing of fixed insurance products, including fixed annuities, term, universal, whole life, long term care, disability, and health and dental insurances. 6. 7/5/2016 - HRZ Management LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - 2 Hours Per Month During Securities Trading - Account for expenses paying purposes.

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-03-26

Designations

• Certified Financial Planner