firm profile
Stratos Wealth Partners, Ltd
Overview
Stratos Wealth Partners, Ltd is an SEC registered investment adviser based in Beachwood, OH, registered since 2010. It reports $18.6B in assets under management across 47,696 accounts, with 618 employees. It has 373 investment adviser representatives.
- Reported AUM
- $18.6B
- Discretionary
- 96%
- Accounts
- 47,696
- Average account
- $391K
- Employees
- 618
- Advisory reps
- 373
- Registered since
- 2010
- Jurisdictions
- 51
As reported in the firm's September 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 12
- Jeffrey Alan Concepcion Chief Executive Officer, Manager CRD 1899367
- David Albin Supervisory Principal/Non-Member CRD 5715352
- Megan Lynn Heaton Senior Supervisory Principal, Non-Member CRD 5531597
9 more executive officers, with direct contact details
Advisory reps 3 of 373
- Chelsea June Adams Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5367258
- Craig P Adams Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1260613
- David Albin Registered Rep · Investment Adviser Rep CRD 5715352
370 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 3750 Park East Dr Ste 200
Beachwood, OH 44122 - County
- Cuyahoga
- Metro area
- Cleveland-Elyria, OH
- Region
- Midwest
Registrations
- SEC registered
- Registered in 51 jurisdictions
- Website: davidwmg.com
Every state, with registration dates
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