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Helene R

CFP®, Series 66

Purchase, NY

Stratos Wealth Partners, Ltd

Helene Rude is a CFP® professional with three years of industry experience, currently affiliated with Stratos Wealth Partners, Ltd. She has worked in the financial services sector since 2018, including roles at Stratos Private Wealth and LPL Financial LLC. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering financial planning, advisor-managed programs, model portfolios, and retirement consulting. The firm’s investment approach combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies, supporting various account management options across multiple custodians.

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

CFP®, Series 66

Purchase, NY

Stratos Wealth Partners, Ltd

Adam Rude is a CFP® professional with 22 years of industry experience. He is currently with Stratos Wealth Partners, Ltd and has been with the firm since 2017. Prior to that, he worked at LPL Financial, LLC starting in 2004. Stratos Wealth Partners serves a wide range of clients, including high-net-worth individuals, retirement plans, and charitable organizations, offering financial planning, portfolio management, and specialized consulting services through a large network of investment adviser representatives. The firm’s model combines individualized asset allocation, active monitoring, and access to both proprietary and third-party strategies across multiple custodians.

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