A complete list of active advisors currently associated with Stratos Wealth Advisors LLC
Warmer can help you find a great advisor at Stratos Wealth Advisors LLC or one who fits your needs even better.
Stratos Wealth Advisors serves individuals (including high‑net‑worth clients), trusts, retirement plans, not‑for‑profits, corporations and institutional clients, providing financial planning and portfolio management through advisor‑managed wrap and non‑wrap programs, third‑party investment adviser (TPIA) platforms, and outsourced CIO solutions. It also offers subscription and hourly financial planning, insurance consulting via a DPL platform, and participant/held‑away account services for employer‑sponsored plans. Investment advice is delivered through a network of independent contractor IARs (with a limited employee IAR program) who construct customized portfolios or implement model portfolios based on client goals, risk tolerance and time horizon, and who may be granted discretionary authority for day‑to‑day management. IARs routinely use third‑party managers, model platforms and unified managed account overlays available through custodians and aggregators such as Fidelity, Schwab, Envestnet and SEI’s Independent Advisor Solutions, and have access to alternative investments via the SEI Access Marketplace and its Select List. What distinguishes Stratos is its common ownership with SEI‑affiliated businesses following the December 3, 2025 indirect acquisition, which gives the firm integrated access to SEI Investment Management Corporation (SIMC) as an affiliated subadviser and to SEI Private Trust Company (SPTC) custody and cash sweep services. These affiliations and platform integrations (including the SEI Integrated Cash Program and Select List access) are disclosed by the firm and can affect custody status, available cash management options and the use of affiliated funds or services, considerations clients should review when evaluating Stratos’ programs.
To learn more about the advisors currently working at Stratos Wealth Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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