OUR STORY

Jeffrey Concepcion, Founder and CEO, launched Stratos Wealth Partners in November of 2008 to fulfill a growing need among experienced, sophisticated advisors and their accomplished clients. Jeff, like many others, had become increasingly dissatisfied with existing brokerage models that made it more and more difficult for advisors to place their clients’ interests first.

 

Stratos Wealth Partners provides advisors and their clients with a diverse different wealth management experience. One that effectively elevates all aspects of the financial and investment management experience for clients seeking more personalized concierge level service. Stratos' advisors provide access to a wide range of financial products and strategies available in the marketplace today without the restrictions and objectives commonly found in most large brokerage firms and investment banks.

 

Stratos provides advisors the infrastructure, resources, and support necessary to allow financial advisors to focus on their core competency—advising their clients. And that, in turn, allows their clients to focus more time and energy on their own passions in life.

 

Today, Stratos has a national network of experienced financial advisors and financial planning practitioners spread throughout the country, all powered by LPL Financial, member FINRA/SIPC.

where we are today

Today, Stratos 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. 

 

If you think your moment is now, we would like to hear from you and

help you achieve your dreams.

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What Advisors Say

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Paul Saltaformaggio
Baton Rouge, LA

No matter which way you slice and dice it, it costs a lot of money to run an office and you might be somewhere around 10 to 15 percentage points of revenue to run a practice depending on trading volume. What matters is where you NET out at the end of the day. I could have gone direct to LPL and probably be at a 92% or 93% payout based on my production and Branch bonuses; however, for that extra four or five percent that I'm giving up, which is $50,000 on $1,000,000 of production, there is no way I would be able to have concierge-level service for technology and compliance, human resources, marketing, practice acquisition, different platforms, institutional partners at Fidelity and Schwab, like I do through Stratos. 

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Greg David
Lexington, SC

“From the beginning of my time with Stratos, Jeff Concepcion and his team at the home office have been true partners in my business.  Their willingness to help and the sincerity shown, has never waivered.  Stratos goes above and beyond in order to try to provide everything that I need for my business and my clients.   The Stratos staff really does make the difference.”

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