Broker Check

Careers

Stratos Wealth Partners is a full-service wealth and financial services firm located in Beechwood, Ohio with over 160 Wealth Advisors managing over $6 billion in advisory and/or brokerage assets with offices in Ohio, California, Georgia, Connecticut, Florida, Virginia, Pennsylvania, Utah and North Carolina.  Stratos possesses the following characteristics:

  • We operate on a partner-based model that gives advisors and employees alike an equity stake in our success.
  • The firm has a low advisor-to-employee ratio, which allows Stratos to deliver concierge-level support to all affiliated partners and advisors.
  • The average Stratos Wealth Advisor has a minimum of ten years experience in the financial industry overall.
  • Our senior management began their careers as advisors and have built and run very large businesses within the top Insurance companies and investment banks.

What makes Stratos different:

  • Advisor-Centric - We are 100% advisor-owned so everyone has a stake, and everyone has the opportunity to earn partner status.  We are advisor-operated so decisions are made collaboratively by all partners, stakeholders and employees.
  • Client-Centric - We offer a planning-based culture with a customized investment experience for our clients.
  • Transparent - Our fees and costs are disclosed and we do not sell any proprietary products.
  • Independent - We are affiliated with the largest independent broker/dealer in the country, LPL Financial and have access to the use of firms like Charles Schwab, Fidelity or TD Ameritrade Institutional, as reported by Financial Planning Magazine, June 1996 - 2013, based on total revenue.
  • Equity and Ownership - All of our partners, advisors and employees have an equity stake in our business as a result of our success.

What do we provide:

  • Experienced and knowledgeable transition team.
  • Fully functional and equipped financial planning department.
  • An experienced investment department, with its own independent and actively-managed investment platform.
  • An insurance services department that can assist with the individual, business and corporate insurance solutions
  • Ongoing technology staff and support, and a best-in-class national technology platform in BranchNet, and investment platform WealthVision.
  • Knowledge and resource on-staff to afford affiliated advisors the opportunity to deliver and structure family office solutions.
  • Marketing, practice management and coaching consultants on retainer to meet partner and advisor needs.
  • Furnished office.
  • One (1) Computer and telephone.
  • Errors and omissions coverage.
  • State licensing fees equal to 10 basis points of trailing 12-month production.
  • One (1) BranchNet subscription fee.
  •  One (1) Affiliation charge.
  • $45,000 stipend for administrative support per $1.3MM GDC.
  • Practice management coaching.
  • Compliance and supervision.
  • A Full-Service Grid Rate ranging from 50% for gross production of at least $100,000 rising to 70% for gross production exceeding $1MM
  • Insurance Grid paid at 90% of target premium
  • General Securities Grid ranging from 42.50% for gross production of at least $100,000 rising to 59.50% for gross production exceeding $1MM

To learn more about Stratos Wealth Partners, please visit www.joinstratos.com.