STRATOS WEALTH SECURITIES, LLC

Broker-DealerFINRA MemberEst. 2018
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
BEACHWOOD, Ohio
CRD number
290230
Registered since
April 4, 2018

Firm profile

FINTRX

Overview

Stratos Wealth Securities, LLC is organized as a limited liability company and is registered with the SEC since 2018. The firm is classified as unclassified in the available dataset and is owned by a domestic entity/individual. The record indicates Stratos Wealth Securities does not act as a capital allocator and does not identify as an active ESG investor. The firm did not supply details about its core business activities, advisory services, client segments, or fee structure in the provided data. FINTRX also flags the firm as not multi-state, not newly formed, not a pension consultant, and not a related adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • JEFFREY CONCEPCION

    Founder & CEOCRD 1899367

  • JENNIFER COLLINS

    Chief Compliance OfficerCRD 2449551

  • Phillip Nuttall

    Chief Operating OfficerCRD 5807229

Contacts

2 of 2
  • MARK MANZO

    Founder & Managing PartnerCRD 1229739

  • DOUGLAS BURNS

    Director of SupervisionCRD 4824998

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BEACHWOOD, OH

CUYAHOGA

Location

BEACHWOOD, OH

Headquartered in BEACHWOOD, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
CUYAHOGA
Address
3750 Park East Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth