STRATOS WEALTH PARTNERS

Entrepreneurs Helping Entrepreneurs


How We Serve Our Partners

Stratos Wealth Partners is a partner run organization that specializes in the practice and execution of comprehensive financial planning and implementation services. The firm is structured as a network of distinguished, experienced financial services practitioners spread throughout the country. Please explore our site and learn more about the services we offer to our partners.

TRANSITION SUPPORT

Stratos provides comprehensive transition support beginning with the initial onboarding and continuing for 60 days post-resignation, working with the advisor concurrently with the dedicated LPL Financial Integration Manager…

COMPLIANCE SERVICES

With over 130 years of combined compliance experience, including expertise with bank broker-dealers, wire houses, independent broker dealers, investment advisers, institutional compliance, and regulation, we keep you covered…

IT SUPPORT

Our technology department provides a full service helpdesk, management and support of all technology assets, strategic direction through technology, and business continuity planning for our individual partners…

Real Estate Solutions

At Stratos, with helping launch over 60 offices nationally since 2009, we have the experience and leverage to help our advisor partners, source, negotiate, and execute on their real estate plans.

HR CONSULTING

Our HR team applies some of the industries’ “best HR practices” to Stratos HQ staff and, in some cases, to assist Advisors in their recruiting, problem solving and other HR needs…

MARKETING SERVICES

We work with you to develop a marketing plan that you’re comfortable with and which uses traditional channels as well as social media and the web, helping you to attain your goals and grow your business

BUSINESS CONSULTING

We’re not a Stratos Business Consulting Team; we’re your partner…working hand-in-hand with you to analyze and create strategies to help your practice grow…

FUNDAMENTUM

Fundamentum is the internal asset management division of Stratos Wealth Partners. The diverse selection of investment styles allow our partners to find the right investment for any client…

WHAT OUR ADVISORS ARE SAYING


THE POWER OF GROWTH


Home – Partners

PARTNERS

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OFFICES IN 22 STATES

Home – AUM

BILLION IN BROKERAGE & ADVISORY ASSETS*

Home – Office Employees

HOME OFFICE EMPLOYEES

*As of 03/31/2016

STRATOS WELCOMES OUR NEWEST PARTNERS


OUR STRATEGIC PARTNERS