Reno, NV Office

Team
Updated today

Client AUM

$5,394,810,797

Clients

4,928

Advisors

6

Of 71 advisors across 31 offices

Location

10615 Professional Circle Suite 206

Reno NV 89521

Advisors at this office

6

Advisors at this office

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Daniel R

CFP®, Series 66

Reno, NV

Stratos Wealth Advisors LLC

Daniel Roberts is a CFP® with 25 years of experience in financial services. He currently works at Stratos Wealth Advisors LLC and previously spent 16 years with RBC Capital Markets Corporation. Roberts serves on the board of directors and as treasurer for the Boys & Girls Club in Reno, NV. 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 affiliated and third-party subadvisers and maintains custodial relationships with Fidelity and Schwab.

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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Andrew B

Series 65

Reno, NV

Stratos Wealth Advisors LLC

Andrew Bessette is a financial advisor at Stratos Wealth Advisors LLC with a Series 65 credential and four years of industry experience. He previously worked at RBC Capital Markets and RBC Wealth Management and has a background that includes a role at Real Vision. He is also associated with Reno Tahoe Wealth Management. 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.

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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Carla B

Series 66

Reno, NV

Stratos Wealth Advisors LLC

Carla Bessette is a financial advisor at Stratos Wealth Advisors LLC with 25 years of industry experience. She holds a Series 66 designation and previously worked at RBC Capital Markets for 16 years before joining Stratos in 2024. Bessette is a partner in Bessette, LLC, an entity that owns an RV. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and financial institutions. The firm provides investment management, financial planning, and insurance consulting through a network of investment advisory representatives using a range of customized 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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Peter B

Series 63, Series 66

Reno, NV

Stratos Wealth Advisors LLC

Peter Bessette is a financial advisor at Stratos Wealth Advisors LLC with 40 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at City National Bank and RBC Capital Markets. Outside of his advisory role, he is a partner at Reno Tahoe Wealth Management, providing investment management and wealth planning 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 a combination of bespoke and model portfolios, third-party advisers, and custodial relationships to implement client 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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Erich B

Series 66

Reno, NV

Stratos Wealth Advisors LLC

Erich Brenner is a financial advisor at Stratos Wealth Advisors LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at RBC Capital Markets, Henry James International Management, and Navellier & Associates. Brenner serves on the board of directors for First Tee of Northern Nevada, a nonprofit that teaches life skills to young people through golf. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, and retirement plans. The firm provides investment management, financial planning, and insurance consulting through a network of investment advisory representatives, utilizing both bespoke and model portfolios alongside affiliated and third-party subadvisers.

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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Alyson S

CFP®, Series 66

Reno, NV

Stratos Wealth Advisors LLC

Alyson Schafer is a CFP® certified financial advisor at Stratos Wealth Advisors LLC with five years of industry experience. Her prior roles include positions at RBC Capital Markets, Tahoe Resources, Beacon Trust Company, and Gibson, Dunn & Crutcher, LLP. She is also involved with Reno Tahoe Wealth Management as a Client Service Specialist. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and financial institutions, offering investment management, financial planning, and insurance consulting through a network of independent advisory representatives. The firm utilizes a combination of bespoke and model portfolios, third-party subadvisers, and custodial relationships with Fidelity and Schwab to deliver its services.

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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