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 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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3JEFFREY CONCEPCION
Founder & CEOCRD 1899367
JENNIFER COLLINS
Chief Compliance OfficerCRD 2449551
Phillip Nuttall
Chief Operating OfficerCRD 5807229
Contacts
2 of 2MARK 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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