# STRATOS WEALTH ADVISORS LLC

STRATOS WEALTH ADVISORS LLC of BEACHWOOD, OH is an SEC-registered investment adviser.

## Registration

- CRD: 283816
- Type: SEC-registered investment adviser
- SEC file number: 801-108211
- Location: 3750 PARK EAST DRIVE, SUITE 200, BEACHWOOD, OH, 44122
- Phone: (440) 519-2500
- Latest filing: 2026-07-15
- Regulatory AUM: $5.6B
- Discretionary AUM: $5.5B
- Non-discretionary AUM: $35.9M
- Clients: 170
- Accounts: 12,896

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (34)

_Showing 25 of 34 people._

| Name | Role | Location |
| --- | --- | --- |
| Jeffrey Alan Concepcion | CHIEF EXECUTIVE OFFICER; MANAGER; MANAGING MEMBER | — |
| Nancy Eileen Andrefsky | CHIEF FINANCIAL OFFICER, NON-MEMBER | — |
| Eric Andrew Beahn | DIRECTOR OF ADVISORY COMPENSATION; NON-MEMBER | — |
| Kathryn Hale Louttit | CHIEF COMPLIANCE OFFICER, NON-MEMBER | — |
| Douglas Alan Burns | DIRECTOR, NON-MEMBER; DIRECTOR OF SUPERVISION , NON-MEMBER | — |
| Jon Michael Pawlowski | DIRECTOR OF REGULATORY COMPLIANCE/NON-MEMBER | — |
| David Albin | SUPERVISORY PRINCIPAL/NON-MEMBER | — |
| Ryan Henry Thibault | INVESTMENT SUPERVISORY PRINCIPAL/NON-MEMBER | — |
| Savanna L Steed | DIRECTOR OF ADVISORY COMPLIANCE | — |
| Charis Ivana Jones | CHIEF OPERATING OFFICER, NON-MEMBER | — |
| Luis Camacho | PRESIDENT STRATOS WEALTH ENTERPRISES LLC | — |
| Phillip Stuart Nuttall | CHIEF OPERATING OFFICER, NON-MEMBER | — |
| Jennifer Kathryn Collins | DIRECTOR OF ADVISORY COMPLIANCE, NON-MEMBER | — |
| Barbara Jean Dull Simons | DIRECTOR OF BROKERAGE COMPLIANCE, NON-MEMBER | — |
| Thomas Michael Copley | SUPERVISORY PRINCIPAL, NON-MEMBER | — |
| COLLINS MAURA KATHRYN | DIRECTOR OF ADVISORY COMPLIANCE, NON-MEMBER; DIRECTOR OF ADVISORY OPERATIONS, NON-MEMBER | — |
| DUNN WILLIAM JAMES | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER; NON-MEMBER | — |
| LOUTTIT KATHRYN HALE | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, NON-MEMBER | — |
| ENGELSMAN JEFFREY ALAN | CHIEF COMPLIANCE OFFICER | — |
| ANDREFSKY NANCY EILEEN | CFO, COO; CHIEF FINANCIAL OFFICER; CHIEF OPERATIONS OFFICER, NON-MEMBER; CHIEF FINANCIAL OFFICER, NON-MEMBER (+1 more) | — |
| CONCEPCION JEFFREY ALAN | CHIEF EXECUTIVE OFFICER; ELECTED MANAGER; CHIEF EXECUTIVE OFFICER; ELECTED MANAGER, CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER; ELECTED MANANGER (+3 more) | — |
| DULL BARBARA JEAN | DIRECTOR OF BROKERAGE COMPLIANCE; DIRECTOR OF BROKERAGE COMPLIANCE, NON-MEMBER | — |
| JACOBY DANIEL JACK | CHIEF INVESTMENT OFFICER; PORTFOLIO MANAGER; NON-MEMBER | — |
| BEAHN ERIC ANDREW | DIRECTOR OF ADVISORY COMPENSATION; NON-MEMBER; DIRECTOR OF ADVISORY OPERATIONS; DIRECTOR OF ADVISORY OPERATIONS; NON-MEMBER | — |
| PIERONEK JENNIFER KATHRYN | DIRECTOR OF ADVISORY COMPLIANCE; DIRECTOR OF ADVISORY OPERATIONS; DIRECTOR OF ADVISORY OPERATIONS, NON-MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/283816/brochure
- Similar advisers: https://search.stillhousedata.com/firm/283816/similar
- Related entities: https://search.stillhousedata.com/firm/283816/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/283816

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.