STRATOS WEALTH ADVISORS LLC

3750 Park East Drive
Suite 200
Beachwood, Ohio 44122
Tel: (440) 519-2500

About STRATOS WEALTH ADVISORS LLC

STRATOS WEALTH ADVISORS LLC, formally registered with the SEC as STRATOS WEALTH ADVISORS LLC. The firm was established in 08/15/2016. They have over 31 offices throughout the country.

STRATOS WEALTH ADVISORS LLC is a Beachwood, Ohio based Financial Planning firm with nearly $4,214,850,042 assets under management, offering retirement planning & investment advisory services to 12529 clients. The firm is staffed with 99 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	283816
SEC#	801-108211
Assets Managed by Firm	$4,214,850,042
No. of Clients	12529
No. of Advisors	99

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (PERCENTAGE OF ASSETS UNDER MANAGEMENT WITH THIRD PARTY MANAGERS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	12529	$4,214,850,042
Individuals (other than high net worth individuals)	4256	$1,971,573,097
High net worth individuals	647	$2,068,993,884
Pension and profit sharing plans	10	$5,968,663
Charitable organizations	7	$12,825,622
Corporations or other businesses	207	$149,956,452

More Retirement Planning firms in Beachwood, Ohio:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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