Centerville, OH Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$17,557,955,784
ClientsTotal clients
24,844
AdvisorsAdvisors at this office
2
Of 378 advisors across 129 offices
Location
60 S Main Street
Centerville OH 45458
Advisors at this office
2
Advisors at this office
Hannah S
Series 63, Series 65
Centerville, OH
Stratos Wealth Partners, Ltd
Hannah Swigert is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. She has been with Stratos Wealth Partners and LPL Financial since 2015 and has a longer tenure at Columbia Financial, Inc. She is also involved with JKS Capital LLC as a member. Stratos Wealth Partners serves a diverse client base including individual investors, trusts, charitable organizations, corporations, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.
Matthew M
Series 63, Series 65
Centerville, OH
Stratos Wealth Partners, Ltd
Matthew Meyer is a financial advisor with Stratos Wealth Partners, Ltd. in Centerville, OH, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Stratos Wealth Partners and LPL Financial since 2015. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through its Strategic Wealth Management platform, which supports both advisor-managed and model-based portfolios.
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