Garden City, NY Hilton Ave Office

Team
Updated today

Client AUM

$17,557,955,784

Clients

24,844

Advisors

2

Of 378 advisors across 129 offices

Location

65 Hilton Ave, Suite 210

Garden City NY 11530

Advisors at this office

2

Advisors at this office

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Michael O

Series 63

Garden City, NY

Stratos Wealth Partners, Ltd

Michael Obrien Jr. is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 63 designation and bringing 13 years of industry experience. He has worked at LPL Financial, LLC and MetLife Securities Inc. Prior to his current role, Obrien has been with Stratos Wealth Partners and LPL Financial since 2017. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, utilizing multiple custodians and a combination of affiliated and third-party sub-advisors.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
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Paul S

Series 63, Series 66

Garden City, NY

Stratos Wealth Partners, Ltd

Paul Serie is a financial advisor with Stratos Wealth Partners, Ltd and holds Series 63 and Series 66 licenses. He has 23 years of industry experience, including 12 years at TIAA-CREF and his current roles at Stratos Wealth Partners and LPL Financial since 2022. He serves as a non-profit board member for Mt Olivet Cemetery in Maspeth, NY. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, utilizing multiple custodians and a range of affiliated and third-party sub-advisors.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
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