Pepper Pike, OH Office

Team
Updated today
Stratos Wealth Advisors LLC logo

Stratos Wealth Advisors LLC

Multi-team

Firm-wide stats for Stratos Wealth Advisors LLC

Total advisors

69

Across 29 offices

Clients per advisor

71 High

Avg AUM per client

$1,094,726 High

HNW client ratio

28% High

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

Options & derivatives strategies Private / alternative investments Business exit / sale strategy General estate planning guidance Retirement income strategy

Based on Stratos Wealth Advisors LLC

Occupation focus

Executive Founder/Business Owner Retired

Based on Stratos Wealth Advisors LLC

Demographic focus

Values-based investing

Based on Stratos Wealth Advisors LLC

Location

29525 Chagrin Blvd, Suite 305

Pepper Pike OH 44122

Advisors at this office

6

Advisors at this office

user avatar

David T

CFP®, Series 63

Pepper Pike, OH

Stratos Wealth Advisors LLC

David Taucher is a CFP®-designated financial advisor with 22 years of industry experience. He is currently with Stratos Wealth Advisors LLC and has previously worked at Beacon Financial Advisory LLC, Sequoia Financial Advisors, and RAV Financial, among others. Taucher is also involved in an investment-related business operating under the name Pistone Wealth Advisors. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a team of 71 advisors. The firm offers financial planning, portfolio management, and access to third-party manager programs, utilizing customized asset allocations and model portfolios supported by sub-advisers and platform solutions.

Options & derivatives strategies Private / alternative investments Business exit / sale strategy General estate planning guidance Retirement income strategy Executive Founder/Business Owner Retired Values-based investing
user avatar

Karyn P

Series 63

Pepper Pike, OH

Stratos Wealth Advisors LLC

Karyn Pistone is a financial advisor with Stratos Wealth Advisors LLC, holding a Series 63 designation and bringing 44 years of industry experience. Her prior roles include positions at Beacon Financial Advisory LLC, Capital Analysts, Inc., Lincoln Investment Planning Inc., and other firms. She is also licensed as an insurance agent, providing life, long-term care, and disability insurance as part of her financial planning services. Stratos Wealth Advisors serves individual and institutional clients through a network of 71 investment advisory representatives across multiple teams, offering financial planning, portfolio management, and third-party manager programs tailored to client goals. The firm utilizes customized asset allocations, model portfolios, and various platform solutions to deliver advisory services.

Options & derivatives strategies Private / alternative investments Business exit / sale strategy General estate planning guidance Retirement income strategy Executive Founder/Business Owner Retired Values-based investing
user avatar

Henry S

ChFC®, Series 63, Series 65

Pepper Pike, OH

Stratos Wealth Advisors LLC

Henry Spain is a financial advisor at Stratos Wealth Advisors LLC with 52 years of industry experience. He holds the ChFC® designation and Series 63 and 65 registrations. His prior roles include positions at Carnegie Investment Counsel and Wells Fargo Clearing. He also operates Spain & Smith Wealth Advisors, a registered investment advisory firm focused on investment advisory and financial planning. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 advisors organized in multiple teams. The firm offers financial planning, portfolio management, and third-party manager programs tailored to client goals.

Options & derivatives strategies Private / alternative investments Business exit / sale strategy General estate planning guidance Retirement income strategy Executive Founder/Business Owner Retired Values-based investing
user avatar

Linda T

Series 63, Series 65

Pepper Pike, OH

Stratos Wealth Advisors LLC

Linda Tekavec is a financial advisor at Stratos Wealth Advisors LLC with 16 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Beacon Financial Partners, Lincoln Investment, Ameriprise, and PNC Wealth Management. Outside of her advisory role, she has served as a practice manager for Pistone Wealth Advisors and has experience working in the restaurant industry. 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 financial planning, portfolio management, and third-party manager programs tailored to individual goals.

Options & derivatives strategies Private / alternative investments Business exit / sale strategy General estate planning guidance Retirement income strategy Executive Founder/Business Owner Retired Values-based investing
user avatar

Dayna S

Series 66

Pepper Pike, OH

Stratos Wealth Advisors LLC

Dayna Smith is a financial advisor at Stratos Wealth Advisors LLC with five years of industry experience. She holds a Series 66 license and has previously worked at Cadaret, Grant & Co., Inc. and Cedar Brook Group. In addition to her advisory role, she is also involved in insurance sales, providing fixed insurance products and annuities to clients. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through multiple teams of investment advisory representatives. The firm offers customized financial planning and portfolio management services, utilizing a range of sub-advisers and platform solutions.

Options & derivatives strategies Private / alternative investments Business exit / sale strategy General estate planning guidance Retirement income strategy Executive Founder/Business Owner Retired Values-based investing
user avatar

Spencer D

Pepper Pike, OH

Stratos Wealth Advisors LLC

Spencer Dieck is a financial advisor at Stratos Wealth Advisors LLC with 13 years of industry experience. He previously worked at Beacon Financial Advisory LLC and Beacon Financial Partners. In addition to his advisory role, he serves as a financial analyst at Pistone Wealth Advisors, focusing on investment analysis, trading, financial plan design, marketing, and client support. 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, and third-party manager programs tailored to client goals.

Options & derivatives strategies Private / alternative investments Business exit / sale strategy General estate planning guidance Retirement income strategy Executive Founder/Business Owner Retired Values-based investing
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)