STRATOS WEALTH ADVISORS LLC

STRATOS WEALTH ADVISORS LLC of BEACHWOOD, OH is an SEC-registered investment adviser (CRD 283816). Regulatory assets under management: $5.6B.

Registration

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.

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; DIRECTOR OF SUPERVISION , 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
Luis CamachoPRESIDENT STRATOS WEALTH ENTERPRISES LLC
Phillip Stuart NuttallCHIEF OPERATING OFFICER, NON-MEMBER
Jennifer Kathryn CollinsDIRECTOR OF ADVISORY COMPLIANCE, NON-MEMBER
Barbara Jean Dull SimonsDIRECTOR OF BROKERAGE COMPLIANCE, NON-MEMBER
Thomas Michael CopleySUPERVISORY PRINCIPAL, NON-MEMBER
COLLINS MAURA KATHRYNDIRECTOR OF ADVISORY COMPLIANCE, NON-MEMBER; DIRECTOR OF ADVISORY OPERATIONS, NON-MEMBER
DUNN WILLIAM JAMESCHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER; NON-MEMBER
LOUTTIT KATHRYN HALECHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, NON-MEMBER
ENGELSMAN JEFFREY ALANCHIEF COMPLIANCE OFFICER
ANDREFSKY NANCY EILEENCFO, COO; CHIEF FINANCIAL OFFICER; CHIEF OPERATIONS OFFICER, NON-MEMBER; CHIEF FINANCIAL OFFICER, NON-MEMBER (+1 more)
CONCEPCION JEFFREY ALANCHIEF EXECUTIVE OFFICER; ELECTED MANAGER; CHIEF EXECUTIVE OFFICER; ELECTED MANAGER, CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER; ELECTED MANANGER (+3 more)
DULL BARBARA JEANDIRECTOR OF BROKERAGE COMPLIANCE; DIRECTOR OF BROKERAGE COMPLIANCE, NON-MEMBER
JACOBY DANIEL JACKCHIEF INVESTMENT OFFICER; PORTFOLIO MANAGER; NON-MEMBER
BEAHN ERIC ANDREWDIRECTOR OF ADVISORY COMPENSATION; NON-MEMBER; DIRECTOR OF ADVISORY OPERATIONS; DIRECTOR OF ADVISORY OPERATIONS; NON-MEMBER
PIERONEK JENNIFER KATHRYNDIRECTOR OF ADVISORY COMPLIANCE; DIRECTOR OF ADVISORY OPERATIONS; DIRECTOR OF ADVISORY OPERATIONS, NON-MEMBER

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