Stratos Wealth Advisors LLC
● SEC registered since 2016CRD 283816SEC# 801-108211Beachwood, OH
Reg. AUM
$5.57B
Employees
170
Accounts
12,896
Location
Beachwood, OH
Stratos Wealth Advisors LLC assets under management
Stratos Wealth Advisors LLC is an SEC-registered investment adviser based in Beachwood, OH. The firm has been registered since 2016. It reports $5.6 billion in regulatory assets under management and employs 170 people.
Stratos Wealth Advisors LLC owners & executives
18 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charis Ivana Jones Control | Chief Operating Officer, Non-Member | Under 5% | 2025 |
| David Albin | Supervisory Principal/Non-Member | Under 5% | 2025 |
| Douglas Alan Burns | Director, Non-Member | Under 5% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Stratos Wealth Advisors LLC manage?
Stratos Wealth Advisors LLC reports $5.6 billion in regulatory assets under management on its Form ADV.
How many employees does Stratos Wealth Advisors LLC have?
Stratos Wealth Advisors LLC reports 170 employees.
Where is Stratos Wealth Advisors LLC located?
Stratos Wealth Advisors LLC is based in Beachwood, OH and has been SEC-registered since 2016.
Does Stratos Wealth Advisors LLC disclose fund performance?
Stratos Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3750 Park East Drive, Suite 200, Beachwood, OH 44122 |
| Phone | (440) 519-2500 |
| Fax | 855-863-4623 |
| Office hours | 8:00 a.m. - 5 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$5.57B▲ 32%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 12%
Larger than 88% of 16,271 advisers
EmployeesTop 5%
More than 95% of 16,825 advisers
Assets under management
$5.57Bregulatory AUM
Discretionary $5.54BNon-discretionary $35.9M