CRD: 283816
Stratos Wealth Advisors LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-01-2016
- Office Locations
- 28
Office Locations
About Stratos Wealth Advisors LLC
Stratos Wealth Advisors is an Ohio-based RIA providing holistic, objective wealth management and financial planning for business owners and individual investors, coordinating with clients’ CPAs and attorneys on retirement, education, estate and business-succession needs. The firm builds portfolios using independent market/economic research, with exposure across public funds and ETFs, and operates on a multi-custodial platform including Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
David Albin
SUPERVISORY PRINCIPAL
- CRD
- #5715352
- Ownership
- Less than 5%
NANCY EILEEN ANDREFSKY
Chief Financial Officer
- CRD
- #5626963
- Ownership
- Less than 5%
Showing 2 of 13 owners & executives
Unlock allContacts
WILLIAM EDWARD BAKER
Wealth Advisor
- CRD
- #3002235
Andrew Bessette
--
- CRD
- #7318448
Showing 2 of 79 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,537,716,284 | $433,854 |
| Non-Discretionary | $35,863,454 | $271,693 |
| Total | $5,573,579,738 | $432,194 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing