Rochester, NY Office

Team
Updated today

Client AUM

$5,394,810,797

Clients

4,928

Advisors

2

Of 71 advisors across 31 offices

Location

1 South Washington Street, Suite 130

Rochester NY 14614

Advisors at this office

2

Advisors at this office

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Jarrett F

Series 63, Series 65

Rochester, NY

Stratos Wealth Advisors LLC

Jarrett Felton is a financial advisor with Stratos Wealth Advisors LLC, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has worked at Bank of America and Merrill Lynch from 2012 to 2020 before joining Stratos Wealth Advisors in 2020. Outside of his advisory role, he owns a rental property managed by a local firm. 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. The firm employs a network of supervised independent advisory representatives who implement client-specific strategies through a range of portfolios and third-party 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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Thomas L

Series 65, Series 63

Rochester, NY

Stratos Wealth Advisors LLC

Thomas Le Roy is a financial advisor with Stratos Wealth Advisors LLC in Rochester, NY, holding Series 65 and Series 63 licenses and five years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Russell K Schwartzbeck. Stratos Wealth Advisors serves a diverse client base including individuals, trusts, retirement plans, nonprofits, corporations, and institutional clients, offering financial planning and portfolio management through customized advisor-managed programs and third-party platforms. The firm’s affiliation with SEI provides integrated access to subadvisory and custody 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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