Dublin, OH Office

Team
Updated today

Client AUM

$5,394,810,797

Clients

4,928

Advisors

5

Of 71 advisors across 31 offices

Location

5080 Tuttle Crossing Blvd., Suite 250

Dublin OH 43016

Advisors at this office

5

Advisors at this office

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Andrew S

Series 63, Series 66

Dublin, OH

Stratos Wealth Advisors LLC

Andrew Smith is a financial advisor with Stratos Wealth Advisors LLC in Dublin, OH, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C. and Tmfs Advisors, LLC. He is a 49% owner of True North Insurance Partners, which provides life and long-term care insurance. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, and financial institutions, offering investment management, financial planning, and insurance consulting through a network of supervised independent advisory representatives. The firm utilizes both bespoke and model portfolios and collaborates with affiliated and third-party subadvisers to deliver tailored investment solutions.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy College savings (529s, UTMA, etc.) Tax strategies for small businesses Founder/Business Owner Executive Retired Mid-Career Professionals Approaching retirement
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Eric S

Series 63, Series 65

Dublin, OH

Stratos Wealth Advisors LLC

Eric Susi is a financial advisor with Stratos Wealth Advisors LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He previously worked at Financial Engines Advisors L.L.C. and Tmfs Advisors, LLC. Outside of his primary role, he is a majority owner of True North Wealth Partners and True North Insurance Partners, which provide investment management, financial planning, and insurance services. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, and retirement plans, offering investment management, financial planning, and insurance consulting through a network of supervised investment advisory representatives. The firm utilizes both bespoke and model portfolios and maintains relationships with affiliated subadvisers and third-party platforms to deliver a comprehensive advisory service.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy College savings (529s, UTMA, etc.) Tax strategies for small businesses Founder/Business Owner Executive Retired Mid-Career Professionals Approaching retirement
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Eric B

CFP®, Series 65

Dublin, OH

Stratos Wealth Advisors LLC

Eric Biddle is a CFP® professional with 12 years of industry experience. He has worked at Stratos Wealth Advisors LLC since 2021 and previously at Fisher Wealth Management, LLC from 2013 to 2021. In addition to his advisory role, he owns Eric Biddle LLC, a non-investment-related business. Stratos Wealth Advisors LLC serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and bank or thrift institutions. The firm provides investment management, financial planning, and insurance consulting through a network of supervised independent advisory representatives and offers a range of managed portfolio options and third-party adviser programs.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy College savings (529s, UTMA, etc.) Tax strategies for small businesses Founder/Business Owner Executive Retired Mid-Career Professionals Approaching retirement
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James P

Series 63

Dublin, OH

Stratos Wealth Advisors LLC

James Picolo is a financial advisor at Stratos Wealth Advisors LLC with 24 years of industry experience. He holds a Series 63 designation and has worked at firms including MetLife, Mass Mutual, and LPL Financial. Outside of his advisory role, he is involved in selling Medicare and United Healthcare insurance products. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and financial institutions. The firm offers investment management, financial planning, and insurance consulting through a network of independent advisory representatives, employing a combination of bespoke and model portfolio strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy College savings (529s, UTMA, etc.) Tax strategies for small businesses Founder/Business Owner Executive Retired Mid-Career Professionals Approaching retirement
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Russell L

Series 65

Dublin, OH

Stratos Wealth Advisors LLC

Russell Long is a financial advisor at Stratos Wealth Advisors LLC with six years of industry experience. He holds a Series 65 designation and has been with Stratos since 2019. In addition to his advisory role, he is a 14% owner of Kennedy, Purdy, Hoeffel, and Gernert LLC, a legal services firm, and serves at the Crawford County Common Pleas Court. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and financial institutions. The firm offers investment management, financial planning, and insurance consulting through a network of supervised independent advisory representatives using both bespoke and model portfolios.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy College savings (529s, UTMA, etc.) Tax strategies for small businesses Founder/Business Owner Executive Retired Mid-Career Professionals Approaching retirement
View complete list of advisors at this office
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