STRATOS WEALTH Overview
Stratos Wealth Partners Ltd. is an investment advisor that manages 2.3 BN dollars in regulatory AUM and has 330 employees, of which 186 perform investment advisory functions.
The manager's has disclosed holdings from 06/30/14 to 03/31/21. The fund's latest filing disclosed 4BN in positions, representing 157% of the manager's regulatory AUM.
The manager's has disclosed holdings from 06/30/14 to 03/31/21. The fund's latest filing disclosed 4BN in positions, representing 157% of the manager's regulatory AUM.
STRATOS WEALTH StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
STRATOS WEALTH Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SPY | 4.16% | ETF | 11% | 0% | 0 | 0% | ||
| VOO | 3.94% | ETF | 11.04% | -0.01% | 0 | 0% | ||
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FEATURED IN
STRATOS WEALTH Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Jeffrey A. Concepcion | President | October-2008 |
| Barbara J. Dull | Director Of Brokerage Compliance | October-2014 |
| Nancy E. Andrefsky | Chief Financial Officer | October-2008 |
| Jennifer C. Isaacs | Director Of Advisory Operations | October-2014 |
| Daniel J. Jacoby | Chief Investment Officer | May-2010 |
| Matthew J. Dunn | Chief Compliance Officer | October-2014 |
STRATOS WEALTH Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
STRATOS WEALTH Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
If clients elect to engage an IAR to provide ongoing investment recommendations for a Plan, IARs may conduct analysis of mutual funds, exchange-traded funds (“ETFs”), collective investment trusts, annuity subaccounts and other securities using a technical/quantitative and/or fundamental/qualitative approach. The sources of information that an IAR may use to provide advice to Plans include the following: research conducted by the IAR, research materials prepared by Stratos or third parties, statistical and/or analytical industry databases, financial newspapers and magazines, and vendor or company press releases.
LPL Financial (LPL)’s Research Department makes recommendations regarding asset allocation, mutual funds, variable annuity subaccounts and ETFs. IARs may or may not follow these recommendations in providing investment advice under RPCS. LPL Research also constructs asset allocation model portfo...
Unlock Full Investment Process Description
If clients elect to engage an IAR to provide ongoing investment recommendations for a Plan, IARs may conduct analysis of mutual funds, exchange-traded funds (“ETFs”), collective investment trusts, annuity subaccounts and other securities using a technical/quantitative and/or fundamental/qualitative approach. The sources of information that an IAR may use to provide advice to Plans include the following: research conducted by the IAR, research materials prepared by Stratos or third parties, statistical and/or analytical industry databases, financial newspapers and magazines, and vendor or company press releases.
LPL Financial (LPL)’s Research Department makes recommendations regarding asset allocation, mutual funds, variable annuity subaccounts and ETFs. IARs may or may not follow these recommendations in providing investment advice under RPCS. LPL Research also constructs asset allocation model portfo...
Unlock Full Investment Process Description
STRATOS WEALTH Portfolio Concentration
STRATOS WEALTH Location
3750 PARK EAST DR
STE 200
BEACHWOOD, Ohio
UNITED STATES, 44122
STE 200
BEACHWOOD, Ohio
UNITED STATES, 44122
STRATOS WEALTH Contact Information
Phone Number: 440-519-2500
Fax Number: 440-505-5733
Website: null
Fax Number: 440-505-5733
Website: null
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