Reno, NV 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
10615 Professional Circle Suite 206
Reno NV 89521
Advisors at this office
6
Advisors at this office
Daniel R
CFP®, Series 66
Reno, NV
Stratos Wealth Advisors LLC
Daniel Roberts is a CFP® professional with 25 years of experience in the financial services industry. He is currently with Stratos Wealth Advisors LLC and previously spent 16 years at 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 high-net-worth individuals and institutional clients through a network of 71 advisors across multiple teams, offering customized financial planning, portfolio management, and access to third-party managers and sub-advisers.
Andrew B
Series 65
Reno, NV
Stratos Wealth Advisors LLC
Andrew Bessette is a Series 65 licensed advisor with Stratos Wealth Advisors LLC in Reno, NV, bringing four years of industry experience. His prior roles include positions at RBC Capital Markets, RBC Wealth Management, and Real Vision. 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.
Carla B
Series 66
Reno, NV
Stratos Wealth Advisors LLC
Carla Bessette is a financial advisor with Stratos Wealth Advisors LLC, holding a Series 66 designation and 26 years of industry experience. She previously worked for RBC Capital Markets for 16 years before joining Stratos in 2024. She is a partner in an LLC that owns an RV. 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.
Peter B
Series 63, Series 66
Reno, NV
Stratos Wealth Advisors LLC
Peter Bessette is a financial advisor with Stratos Wealth Advisors LLC in Reno, NV, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. His prior roles include positions at City National Bank and RBC Capital Markets. 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 third-party manager programs tailored to client goals.
Erich B
Series 66
Reno, NV
Stratos Wealth Advisors LLC
Erich Brenner is a financial advisor at Stratos Wealth Advisors LLC with nine years of industry experience. He holds a Series 66 designation and previously worked at RBC Capital Markets, Henry James International Management, and Navellier & Associates, Inc. Brenner serves on the board of directors for First Tee of Northern Nevada, an organization that teaches life skills to young people through golf. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 advisors across multiple teams. The firm offers customized financial planning and portfolio management services, utilizing model portfolios, sub-advisers, and technology solutions tailored to clients’ goals.
Alyson S
CFP®, Series 66
Reno, NV
Stratos Wealth Advisors LLC
Alyson Schafer is a CFP® and Series 66 licensed advisor at Stratos Wealth Advisors LLC with five years of industry experience. She previously worked at RBC Capital Markets and has experience at Tahoe Resources, Beacon Trust Company, and Gibson, Dunn & Crutcher, LLP. In addition to her advisory role, she is involved with Reno Tahoe Wealth Management as a Client Service Specialist. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a team of 71 investment advisory representatives. The firm offers customized financial planning and portfolio management services, utilizing both discretionary management and third-party managers to meet client goals.
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.
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”)