STRATOS WEALTH ADVISORS, LLC

HTTP://WWW.NILSENFINANCIAL.COM/ BEACHWOOD, OH Investment Advisor How do I update this listing?

Stratos Wealth Advisors is based out of Beachwood. Stratos Wealth Advisors is a registered investment advisory firm with 189 clients and discretionary assets under management (AUM) of $44,095,708 (Form ADV from 2019-01-17). Their last reported 13F filing for Q4 2018 included $149,874,000 in managed 13F securities and a top 10 holdings concentration of 28.72%. Stratos Wealth Advisors's largest holding is Vanguard Dividend Appreciation ETF with shares held of 90,786. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: Not ready yet
Performance Last 4 Quarters: 0.0%
Performance Metrics
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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

STRATOS WEALTH ADVISORS LLC
3750 PARK EAST DRIVE SUITE 200
BEACHWOOD OH    44122
Country: United States

Business Phone: (440) 505-5620
Fax: (440) 505-5669
Professional Investment Advisor Data
SEC Registration as : Related Advisor
Form of Organization: Limited Liability Company
Organized in: OH
Number of employees: 11
Other Business Activities: insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees,PERCENTAGE OF ASSETS UNDER MANAGEMENT WITH THIRD PARTY MANAGERS
Amount of client funds and securities: 19,273,500
Total Number of Clients: 189
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Non-derivative Insider Transactions Since 12/31/2018

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