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 recorded as SEC-registered since 2018. Ownership is listed as a combination of a domestic entity and an individual. FINTRX classifies the firm as "Unclassified" rather than under a standard RIA/broker-dealer category. The firm’s public snapshot indicates a narrow operational footprint: it is not identified as a capital allocator, is not flagged as an active ESG investor, and is not set up as a multi-state adviser. It is also not marked as a newly formed adviser, a pension consultant, or a related adviser. The firm has not supplied details about its business activities, advisory services, fee schedule, client base, or broader activities and affiliations in the submitted data.
Assets & Accounts
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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