Stratos Wealth Advisors

EST. AUM
$5,573,579,738

CONTACTS
11

CLIENT ACCOUNTS
12,896

Firm Details

Metro area Cleveland
CRD Number 283816
Website stratoswealthpartners.com
Client types

Overview

Stratos Wealth Partners was founded in 2008 by Jeffrey Concepcion in response to frustrations with traditional brokerage models that made it difficult for advisors to prioritize their clients' interests. The firm was created to provide a more flexible and independent platform for financial advisors and their clients. Stratos offers a personalized wealth management experience, with access to a wide range of financial products without the limitations typically imposed by large brokerage firms. Today, Stratos has grown into a national network of over 300 financial advisors across 26 states, providing comprehensive support and infrastructure to help advisors focus on their core competency—advising clients. The firm operates through several entities, including Stratos Wealth Partners, Stratos Wealth Advisors, Stratos Wealth Enterprises, and Fundamentum, managing over $20 billion in assets. Stratos emphasizes the freedom for advisors to build their own business models while benefiting from shared resources and a collaborative peer network, fostering best practices and growth opportunities across its advisory network.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Stratos Wealth Advisors

Platform Details

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