STRATOS WEALTH PARTNERS, LTD

STRATOS WEALTH PARTNERS, LTD of BEACHWOOD, OH is an SEC-registered investment adviser (CRD 153184). Regulatory assets under management: $18.6B.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

Officers, owners & control persons (33)

Showing 25 of 33 people.

NameRoleLocation
Jeffrey Alan ConcepcionCHIEF EXECUTIVE OFFICER, MANAGER; MANAGING MEMBER
Nancy Eileen AndrefskyCHIEF FINANCIAL OFFICER, NON-MEMBER
Eric Andrew BeahnDIRECTOR OF ADVISORY COMPENSATION, NON-MEMBER
Kathryn Hale LouttitCHIEF COMPLIANCE OFFICER, NON-MEMBER
Douglas Alan BurnsDIRECTOR, NON-MEMBER; OSJ SUPERVISOR, NON-MEMBER
Jon Michael PawlowskiDIRECTOR OF REGULATORY COMPLIANCE/NON-MEMBER
David AlbinSUPERVISORY PRINCIPAL/NON-MEMBER
Ryan Henry ThibaultINVESTMENT SUPERVISORY PRINCIPAL/NON-MEMBER
Savanna L SteedDIRECTOR OF ADVISORY COMPLIANCE
Charis Ivana JonesCHIEF OPERATING OFFICER, NON-MEMBER
Phillip Stuart NuttallCHIEF OPERATING OFFICER, NON-MEMBER
Jennifer Kathryn CollinsDIRECTOR OF ADVISORY COMPLIANCE, NON-MEMBER
Barbara Jean Dull SimonsDIRECTOR OF BROKERAGE COMPLIANCE
Thomas Michael CopleySUPERVISORY PRINCIPAL, NON-MEMBER
COLLINS MAURA KATHRYNDIRECTOR OF ADVISORY COMPLIANCE; DIRECTOR OF ADVISORY COMPLIANCE, NON-MEMBER; DIRECTOR OF ADVISORY OPERATIONS
DUNN WILLIAM JAMESCHIEF COMPLIANCE OFFICER; DIRECTOR OF COMPLIANCE
LOUTTIT KATHRYN HALECHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, NON-MEMBER
ENGELSMAN JEFFREY ALANCHIEF COMPLIANCE OFFICER
ANDREFSKY NANCY EILEENCFO; CFO, COO; CHIEF FINANCIAL OFFICER (+1 more)
CONCEPCION JEFFREY ALANCHIEF EXECUTIVE OFFICER, MANAGER; MANAGING MEMBER; PRESIDENT (+2 more)
DULL BARBARA JEANCHIEF COMPLIANCE OFFICER; DIRECTOR OF BROKERAGE COMPLIANCE
ISAACS JENNIFER CAROLYNNDIRECTOR OF ADVISORY OPERATIONS; DIRECTOR OF OPERATIONS AND COMPLIANCE
JACOBY DANIEL JACKCHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER, NON-MEMBER
BEAHN ERIC ANDREWDIRECTOR OF ADVISORY COMPENSATION, NON-MEMBER; DIRECTOR OF ADVISORY OPERATIONS
PIERONEK JENNIFER KATHRYNDIRECTOR OF ADVISORY COMPLIANCE; DIRECTOR OF ADVISORY OPERATIONS

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