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Christopher D

Series 66

Chicago, IL

Stratos Wealth Partners, Ltd

Christopher De Simone is a financial advisor with Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has six years of industry experience. Prior to joining Stratos and LPL Financial in 2026, he worked at Edward Jones from 2019 to 2025 and has had prior involvement in real estate property management and sales since 2002. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of portfolio management and financial planning solutions through an open-architecture investment platform.

Options & derivatives strategies Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement
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