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Bradford F

CFA®, Series 63, Series 65

Metairie, LA

Stratos Wealth Partners, Ltd

Bradford Felger is a financial advisor with Stratos Wealth Partners, Ltd and holds the CFA® designation, along with Series 63 and Series 65 licenses. He has six years of industry experience, including roles at JPMorgan Securities and Ernst & Young. He also operates a CPA practice, Bradford M. Felger, CPA, LLC, providing tax preparation and accounting services. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, and corporations, offering financial planning, advisor-managed programs, model portfolios, and retirement consulting. The firm combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies through a large network of investment adviser representatives.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
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Edward C

Series 66

Metairie, LA

Stratos Wealth Partners, Ltd

Edward Cole is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 credential and 19 years of industry experience. He has worked at Stratos Wealth Partners and LPL Financial since 2016, following earlier roles at Capital One Financial Advisors. Stratos Wealth Partners serves a broad client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, access to model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
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Paul P

Series 63, Series 66

Metairie, LA

Stratos Wealth Partners, Ltd

Paul Pursley Jr. is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked at Stratos Wealth Partners since 2016 and previously held roles at Capital One Financial Advisors. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, and consulting services through a network of investment adviser representatives, combining individualized asset allocation with access to proprietary and third-party strategies.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
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Robert S

CFP®, ChFC®, Series 66

Metairie, LA

Stratos Wealth Partners, Ltd

Robert Steinfeld is a CFP® and ChFC® with 22 years of experience in the financial services industry. He is currently affiliated with Stratos Wealth Partners, Ltd. and LPL Financial, where he has worked since 2017. His prior experience includes twelve years at Metlife Securities, Inc. Steinfeld holds the Series 66 license. Stratos Wealth Partners serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, and retirement consulting, combining individualized asset allocation with access to proprietary and third-party investment strategies.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
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