CRD: 153184
Stratos Wealth Partners, LTD
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-04-2010
- Office Locations
- 117
Office Locations
About Stratos Wealth Partners, LTD
Stratos Wealth Partners is a holistic wealth management firm serving business owners and individual investors with objective financial guidance across retirement, education, estate and business planning. Advisors coordinate with clients’ tax professionals and attorneys and leverage independent economic and market research to inform impartial strategies for wealth accumulation and management. Recognized by Barron’s as a Top 100 RIA firm in America (2018–2024).
Team overview
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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 12 owners & executives
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CHELSEA June ADAMS
Financial Advisor, General Partner
- CRD
- #5367258
CRAIG PALMER ADAMS
CFP®
- CRD
- #1260613
Showing 2 of 405 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,847,976,323 | $394,213 |
| Non-Discretionary | $798,405,375 | $329,783 |
| Total | $18,646,381,698 | $390,942 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | 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 |
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