firm profile
Stratos Wealth Advisors LLC
Overview
Stratos Wealth Advisors LLC is an SEC registered investment adviser based in Beachwood, OH, registered since 2016. It reports $5.6B in assets under management across 12,896 accounts, with 170 employees. It has 69 investment adviser representatives.
- Reported AUM
- $5.6B
- Discretionary
- 99%
- Accounts
- 12,896
- Average account
- $432K
- Employees
- 170
- Advisory reps
- 69
- Registered since
- 2016
- 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 13
- Jeffrey Alan Concepcion Chief Executive Officer, Elected Manager CRD 1899367
- Luis Camacho President CRD 4671351
- David Albin Supervisory Principal, Non-Member CRD 5715352
10 more executive officers, with direct contact details
Advisory reps 3 of 69
- William Edward Baker Investment Adviser Rep CRD 3002235
- Amy Peschl Batta Investment Adviser Rep CRD 2740237
- Andrew Bessette Investment Adviser Rep CRD 7318448
66 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: mycenturywp.com
Every state, with registration dates
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