Stratos Wealth Securities, LLC
Firm details
- Headquarters
- Beachwood, Ohio
- CRD number
- 290230
- Registered since
- April 4, 2018
Firm profile
FINTRXOverview
Stratos Wealth Securities, LLC is registered as a limited liability company and appears in public records as an SEC-registered entity since 2018. The firm is listed as having a domestic entity/individual ownership structure and is classified in the source data as "unclassified." Public disclosures provide very little detail about the firm's service mix or target client segments: fields for business activities, advisory activities and client base are not populated in the available dataset. Available metadata flags that the firm is not a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or a related adviser. Those designations suggest the firm does not publicly report sponsoring private funds or managing delegated capital allocations, and it does not identify ESG integration as part of its disclosed investment approach.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Jeffrey Concepcion
Founder & CEOCRD 1899367
Contacts
2 of 2
Mark Manzo
Founder & Managing PartnerCRD 1229739

Douglas Burns
Director of SupervisionCRD 4824998
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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