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Contact Us

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The COO Roundtable, Featuring Jeff Concepcion, Nancy Andrefsky, and Lou Camacho

Kevin Elvington

Jun 5, 2019
1 min

The COO Roundtable, Featuring Jeff Concepcion, Nancy Andrefsky, and Lou Camacho

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Listen to Jeff on the Financial Advisor Success Podcast

Kevin Elvington

Apr 30, 2019
1 min

Listen to Jeff on the Financial Advisor Success Podcast

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Stratos Wealth Holdings is a family of companies focused on supporting the growth and success of financial advisors across business models and affiliation structures. Stratos companies include Stratos Wealth Partners, Stratos Wealth Advisors, Stratos Wealth Enterprises, and Fundamentum. Stratos includes a national network of over 300 experienced financial advisors and financial planning practitioners working across 26 states throughout the country.

Stratos Wealth Enterprises is the acquisition division of Stratos Wealth Holdings.

Stratos Wealth Partners, Ltd., an SEC Registered Investment Advisor, manages over $9.64 billion in advisory assets, and advises through LPL Financial, over $8.05 billion in brokerage and third party managed assets for a total of $17.69 billion as of September 30, 2021.

Stratos Wealth Advisors, LLC, an SEC Registered Investment Advisor, manages over $2.39 billion in advisory assets as of September 30, 2021.

2021 Assets Under Management is $1.04 billion as of Aug. 31 Investment advice offered through Fundamentum, LLC, a Registered Investment Advisor.

Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor and a separate entity from LPL Financial. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, ME, MD, MI, MN, MO, MS, MT, ND, NE, NH, NJ, NC, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV and WY

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