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Michael Lee Jennings

Advisor at Stratos Wealth Partners, Ltd — Syracuse, NY

Updated today

Credentials

Series 63, Series 66

Experience

6 years

Location

Syracuse, NY 13202

Stratos Wealth Partners, Ltd logo

Stratos Wealth Partners, Ltd

Enterprise

Total advisors

379

Across 130 offices

Clients per advisor

66 Typical

Avg AUM per client

$706,728 High

HNW client ratio

17% Typical

About

Michael Jennings is a financial advisor at Stratos Wealth Partners, Ltd with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Equitable Advisors, AxA Advisors, and the US Department of Homeland Security. Jennings operates in Syracuse, NY. Stratos Wealth Partners serves a broad range of individual and institutional clients by providing financial planning, portfolio management, and retirement plan consulting through a large network of investment adviser representatives. The firm combines individualized asset allocation with access to proprietary and third-party strategies and offers a variety of programs and platforms across multiple custodians.

Client services

Based on Stratos Wealth Partners, Ltd

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Stratos Wealth Partners, Ltd

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy

Occupation focus

Based on Stratos Wealth Partners, Ltd

Executive Founder/Business Owner Retired Financial Professional

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Fee options

Fixed

Flat fees available for financial plans with engagement terminating on delivery; max flat fee asset management up to 2.0%.

Percentage

$0 - $10,000: Not explicitly stated (minimum account size $10,000, in certain cases lower) $10,000+: Maximum annual advisory fee is 2.0% for Strategic Wealth Management and other advisor-managed non-wrap accounts $5,000+: Minimum account for LPL's Guided Wealth Portfolios (GWP) Managed Service $10,000+: Minimum account for LPL's Optimum Market Portfolios (OMP) Program $25,000+: Minimum account for LPL's Model Wealth Portfolios Program (MWP); fee up to 2.83% $100,000+: Minimum account for LPL's Manager Access Select (MAS)/Managed Access Network (MAN) Program $250,000+: Minimum account for LPL's Personal Wealth Portfolios Program (PWP)

Commissions

IARs registered representatives of LPL may earn commissions on securities and insurance products; commissions vary.

Project-based

Hourly consulting fees typically range up to $500 per hour, may be higher in some cases.

Subscriptions

Subscription financial planning fees negotiated between IAR and client on a recurring monthly or quarterly basis.

Other

Account minimum: $10,000 Minimum fee: Financial Planning/Consulting Fees are negotiable; hourly fees typically up to $500 per hour; subscription fees negotiated between IAR and client. Fee-only: Negotiable financial planning and consulting fees; hourly up to $500/hour; subscription financial planning fees negotiated.

Location

See office

Syracuse, NY

250 South Clinton Street, Suiye 110

Syracuse NY 13202

Advisors at this office

2

Most active in

New York

Work history

6 years of industry experience

Stratos Wealth Partners, LTD

2021 - Present • 5 years

Syracuse, NY

LPL Financial, LLC

2021 - Present • 5 years

Syracuse, NY

Stratos Wealth Partners, LTD

2021 - 2021 • 1 year

Syracuse, NY

Equitable Advisors

2019 - 2021 • 2 years

New York, NY

AxA Advisors

2019 - 2020 • 1 year

New York, NY

US Department of Homeland Security

2016 - 2019 • 3 years

Syracuse, NY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Robert J

CFP®, Series 63

Baldwinsville, NY

Main Street Wealth Management, LLC

Robert Just is a CFP® with seven years of industry experience. He is the sole advisor at Main Street Wealth Management, LLC, where he has worked since 2019. Prior to that, he spent two years at Wolfson Wealth Management, LLC. Main Street Wealth Management provides portfolio management, financial planning, and ongoing pension and employee benefit plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses a variety of analytical methods and typically recommends mutual funds and ETFs while also incorporating fixed income, REITs, annuities, and other instruments. It offers regular account monitoring and pension consulting services tailored to plan demographics and objectives.

Annuities Real estate investing
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Nancy G

Series 63, Series 66, Series 65

Syracuse, NY

Edward S. Green & Associates, LLC

Nancy Green is a financial advisor with Edward S. Green & Associates, LLC in Syracuse, NY. She holds Series 63, Series 65, and Series 66 licenses and has six years of industry experience. Outside of her advisory role, she works as a human resources consultant for Bousquet Holstein PLLC. Edward S. Green & Associates functions primarily as a solicitor for an unaffiliated investment adviser, providing clients with financial concierge services that coordinate education, retirement, and estate planning alongside other financial professionals. The firm does not manage client investment accounts directly and operates without taking custody of client assets or charging advisory fees based on assets under management.

Wealth management
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Samuel K

Series 65

Syracuse, NY

Kraemer Capital Management LLC

Samuel Kraemer is the sole advisor at Kraemer Capital Management LLC in Syracuse, NY, holding a Series 65 credential with four years of industry experience. Prior to his advisory role, he has worked in various positions including at Hillside Children’s Center, where he serves as a Youth Advocate assisting high school students with graduation and post-secondary planning. Kraemer Capital Management LLC is an independent advisory firm providing discretionary investment management and comprehensive financial planning services primarily to individual clients. The firm focuses on tailored portfolios based on fundamental analysis and a long-term investment approach, with regular portfolio reviews and reporting.

General retirement planning College savings (529s, UTMA, etc.) Debt management
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Mattawe C

Series 63, Series 65

Marietta, NY

Clements Investment Management

Mattawe Clements is the principal advisor at Clements Investment Management in Marietta, NY, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has managed Clements Investment Management since 2013 and has been involved in insurance and financial services since 1990. Additionally, he owns Clements Ranching LLC, a farm and ranch business that raises hay and cattle in Fernley, NV. Clements Investment Management provides discretionary investment management and financial consulting to individuals, retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $26 million across about 42 clients, employing a strategic asset-allocation, core-satellite approach focused on passive index funds and ETFs supplemented by selective active management.

Wealth management Passive / index investing Active portfolio management
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Christopher D

CFA®

Fayetteville, NY

Constellation Asset Management, Inc.

Christopher Devoe is a CFA® charterholder with 24 years of experience at Constellation Asset Management, Inc., an independent firm based in Fayetteville, NY. He also owns and operates C&H Stamps, a mail-order collectibles business. Constellation Asset Management provides discretionary portfolio management primarily for individual and family accounts, as well as trusts, retirement plans, and corporate accounts, employing a combination of fundamental, technical, and cyclical analysis across various asset classes.

Active portfolio management Options & derivatives strategies
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Lucas S

Series 65

Syracuse, NY

LTS Wealth Management

Lucas Smith is the sole advisor at LTS Wealth Management in Syracuse, NY, holding a Series 65 credential with one year of industry experience. His background includes roles in education and union leadership, currently serving as Grievance Chair for the Baldwinsville Teachers Association and operating a basketball officiating business under Luke Smith, LLC. He has been involved in education and sports officiating for over a decade alongside his advisory work. LTS Wealth Management provides investment advisory and financial planning services to individuals, families, and small businesses, combining quantitative and qualitative analysis with an emphasis on long-term strategic asset allocation and tactical adjustments. The firm offers tailored planning engagements and account management without commissions or custody of client funds, operating on a small scale under a single adviser.

Tax-loss harvesting Options & derivatives strategies
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