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Andrew S
Series 63, Series 66
Dublin, OH
Stratos Wealth Advisors LLC
Andrew Smith is a financial advisor with Stratos Wealth Advisors LLC in Dublin, OH, holding Series 63 and Series 66 designations and 14 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C., Tmfs Advisors, LLC, and Charles Schwab. He is also a 49% owner of True North Insurance Partners, which provides life and long-term care insurance policies. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through multiple teams and 71 investment advisory representatives. The firm offers customized financial planning, portfolio management, and third-party manager programs tailored to client goals.
Eric S
Series 63, Series 65
Dublin, OH
Stratos Wealth Advisors LLC
Eric Susi is a financial advisor with Stratos Wealth Advisors LLC in Dublin, Ohio. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. Prior to joining Stratos Wealth Advisors in 2018, he worked at Financial Engines Advisors L.L.C., Tmfs Advisors, Llc, and The Mutual Fund Store. He is also a majority owner of True North Wealth Partners and True North Insurance Partners, providing investment management and insurance services. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives. The firm offers financial planning, portfolio management, and access to third-party managers, delivering customized asset allocations and a range of advisory services.
Eric B
CFP®, Series 65
Dublin, OH
Stratos Wealth Advisors LLC
Eric Biddle is a CFP® with 12 years of industry experience, currently serving as an advisor at Stratos Wealth Advisors LLC since 2021. Prior to joining Stratos, he worked at Fisher Wealth Management, LLC for eight years. He is also the owner of Eric Biddle LLC, a business unrelated to investment advisory services. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives across multiple teams. The firm offers financial planning, portfolio management, and other advisory services tailored to individual goals, often leveraging third-party managers and technology platforms.
James P
Series 63
Dublin, OH
Stratos Wealth Advisors LLC
James Picolo is a financial advisor at Stratos Wealth Advisors LLC with 24 years of industry experience. He holds a Series 63 designation and has worked at firms including MetLife and LPL Financial. Outside of his advisory role, he is involved in selling Medicare and United Healthcare insurance products. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, offering financial planning, portfolio management, and third-party manager programs through a network of 71 advisors across multiple teams. The firm provides customized asset allocations, model portfolios, and outsourced CIO services, utilizing a range of sub-advisers and platform solutions.
Russell L
Series 65
Dublin, OH
Stratos Wealth Advisors LLC
Russell Long is a financial advisor with Stratos Wealth Advisors LLC based in Dublin, Ohio. He holds a Series 65 credential and has six years of industry experience. In addition to his advisory role, Long is a 14% owner of Kennedy, Purdy, Hoeffel, and Gernert LLC, a legal services firm, and is involved with the Crawford County Common Pleas Court. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives across multiple teams. The firm offers financial planning, portfolio management, and other advisory services tailored to client goals, utilizing a combination of customized asset allocations, model portfolios, and third-party managers.
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