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 organized as a limited liability company and is listed as SEC-registered beginning in 2018. FINTRX classifies the firm as "Unclassified" and records its ownership as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator, does not report being an active ESG investor, and is not flagged as a multi-state or newly formed adviser. Other business and advisory activity fields are not populated in the available dataset.
Assets & Accounts
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
Douglas Burns
Director of SupervisionCRD 4824998
Mark Manzo
Founder & Managing PartnerCRD 1229739
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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