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Stratos Wealth Advisors LLC

● SEC registered since 2016CRD 283816SEC# 801-108211Beachwood, OH
Export (members)
Reg. AUM
$4.91B
Employees
181
Accounts
12,432
Location
Beachwood, OH

Stratos Wealth Advisors LLC assets under management

Stratos Wealth Advisors LLC is an SEC-registered investment adviser based in Beachwood, OH. The firm has been registered since 2016. It reports $4.9 billion in regulatory assets under management and employs 181 people.

Stratos Wealth Advisors LLC owners & executives

14 reported
NameTitleOwnershipSince
David AlbinSupervisory Principal/Non-MemberUnder 5%2025
Douglas Alan BurnsDirector Of Supervision , Non-MemberUnder 5%2021
Eric Andrew Beahn ControlDirector Of Advisory Compensation; Non-MemberUnder 5%2016
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Frequently asked questions

How much does Stratos Wealth Advisors LLC manage?

Stratos Wealth Advisors LLC reports $4.9 billion in regulatory assets under management on its Form ADV.

How many employees does Stratos Wealth Advisors LLC have?

Stratos Wealth Advisors LLC reports 181 employees.

Where is Stratos Wealth Advisors LLC located?

Stratos Wealth Advisors LLC is based in Beachwood, OH and has been SEC-registered since 2016.

Does Stratos Wealth Advisors LLC disclose fund performance?

Stratos Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3750 Park East Drive, Suite 200, Beachwood, OH 44122
Phone(440) 519-2500
Fax855-863-4623
Office hours8:00 a.m. - 5 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$4.87B
Non-discretionary$32.5M
Total (RAUM)$4.91B