Beachwood, OH Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Stratos Wealth Advisors LLC
Multi-team
Firm-wide stats for Stratos Wealth Advisors LLC
About
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 provides financial planning, ongoing portfolio management (wrap and non‑wrap), third‑party manager programs, and other advisory services tailored to individual goals.
Investment advice is delivered primarily by IARs who construct customized asset allocations or implement model portfolios and may use sub‑advisers or platform solutions (including third‑party managers available through Fidelity, Schwab, Envestnet, and SEI). Services include discretionary account management, subscription and hourly financial planning, held‑away and retirement‑participant management using third‑party technology, and an outsourced CIO offering delivered in coordination with a sub‑adviser.
Compared with many multi‑team firms, SWA operates under indirect common ownership with SEI entities, and the brochure discloses ongoing use of SEI Investment Management Corporation as a sub‑adviser and SEI Private Trust Company as a custodian, including participation in an SEI Integrated Cash Program and related sweep arrangements that affect custody and cash management. The firm also discloses other atypical operational features — such as an insurance consulting relationship with DPL, conversion and transition support tied to its SEI affiliation, and a mix of independent contractor and employee IARs (with some equity interests in affiliated holding entities) — all of which the brochure identifies as potential conflicts of interest to consider.
Based on Stratos Wealth Advisors LLC
Expertise
Based on Stratos Wealth Advisors LLC
Location
3750 Park East Drive, Suite 200
Beachwood OH 44122
Advisors at this office
4
Advisors at this office
Larry S
Series 63, Series 65
Beachwood, OH
Stratos Wealth Advisors LLC
Larry Sills is a financial advisor with Stratos Wealth Advisors LLC who holds Series 63 and Series 65 credentials and has 43 years of industry experience. His prior firms include LPL Financial LLC, B. Riley Wealth Advisors, and Wells Fargo Advisors. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of investment advisory representatives across multiple teams. The firm offers financial planning, portfolio management, and other advisory services tailored to individual goals, utilizing a combination of customized asset allocations, model portfolios, sub-advisers, and platform solutions.
Joseph S
CFP®, Series 66
Beachwood, OH
Stratos Wealth Advisors LLC
Joseph Swiderski is a CFP® and holds a Series 66 license, currently serving as an advisor at Stratos Wealth Advisors LLC. He has four years of industry experience, including prior roles at BNY Mellon, Huntington National Bank, and KeyBanc Capital Markets Inc. Outside of his advisory work, he serves as a board member and treasurer for Catholic Charities Diocese of Cleveland. 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 customized financial planning, portfolio management, third-party manager programs, and other advisory services tailored to client goals.
Luis C
Series 66
Beachwood, OH
Stratos Wealth Advisors LLC
Luis Camacho is a Series 66 registered advisor with Stratos Wealth Advisors LLC in Beachwood, OH, bringing 22 years of industry experience. His prior work history includes roles at Fidelity Investments and Morgan Stanley. 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, third-party manager programs, and other advisory services tailored to individual goals.
John T
Series 63, Series 65
Beachwood, OH
Stratos Wealth Advisors LLC
John Toth is a financial advisor at Stratos Wealth Advisors LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Financial Engines Advisors L.L.C. and The Mutual Fund Store. Outside of his advisory role, he is also an agent involved in the sale and service of life insurance and fixed annuities. Stratos Wealth Advisors serves individual and institutional clients through a team of 71 investment advisory representatives. The firm offers financial planning, portfolio management, and third‑party manager programs, using customized asset allocations, model portfolios, and various platform solutions to suit client goals.
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