Wexford, PA Office

Team
Updated today

Client AUM

$5,394,810,797

Clients

4,928

Advisors

2

Of 71 advisors across 31 offices

Location

5500 Brooktree Rd, Suite 301

Wexford PA 15090

Advisors at this office

2

Advisors at this office

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Anthony P

Series 63, Series 66

Wexford, PA

Stratos Wealth Advisors LLC

Anthony Pratt is a financial advisor with Stratos Wealth Advisors LLC in Wexford, PA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Prior to joining Stratos in 2018, he worked at Citizens Securities, Inc. and Citizens Bank of Pennsylvania. He is also a part owner of Revelations Counseling & Wellness, a mental health and wellness business founded by his two daughters. 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 supervised independent advisory representatives, utilizing both bespoke and model portfolios and maintaining relationships with multiple subadvisers and custodians.

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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William B

CFA®, Series 66, Series 63

Wexford, PA

Stratos Wealth Advisors LLC

William Baker is a CFA® charterholder with over 23 years of industry experience. He has been with Stratos Wealth Advisors LLC since 2018 and previously worked at Citizens Securities, Inc. and Citizens Financial Group. Baker is also involved with Riverview Wealth Partners, LLC, a DBA for Stratos advisory business. Stratos Wealth Advisors serves a range of clients including individuals, trusts, retirement plans, and institutional clients, offering financial planning and portfolio management through advisor-managed programs and third-party platforms. The firm benefits from its common ownership with SEI-affiliated businesses, providing integrated access to SEI’s investment management 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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