Norfolk, VA Office
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Stratos Wealth Partners, Ltd
Enterprise
Firm-wide stats for Stratos Wealth Partners, Ltd
About
Stratos Wealth Partners serves a broad mix of individual and institutional clients — including high‑net‑worth individuals, retirement plans, charitable organizations and corporations — and provides financial planning, advisor‑managed wrap and non‑wrap programs, access to model portfolios and third‑party manager solutions, and retirement plan consulting. Services are delivered through a large network of investment adviser representatives (IARs) who offer ongoing portfolio management, financial planning, sub‑advisory relationships and specialized consulting for business and executive clients.
The firm’s advice model combines individualized asset allocation and active monitoring with access to both proprietary and third‑party strategies; IARs may manage accounts on a discretionary or non‑discretionary basis and commonly use platforms and programs from providers such as LPL, Fidelity, Schwab, Envestnet and SEI. Stratos also supports held‑away discretionary management for workplace retirement and other external accounts via the Pontera system and operates both bundled (wrap) and unbundled fee arrangements across multiple custodians.
Distinctive features include a December 2025 majority ownership transaction that placed Stratos under common indirect ownership with SEI‑affiliated entities, providing access to SEI Investment Management Corporation (SIMC) strategies and SEI Private Trust Company (SPTC) custody and cash sweep arrangements; those affiliations, along with an in‑house subadvisor (Stratos Investment Management) and programs that allow some IARs to become employees, create specific operational relationships and potential conflicts the firm discloses and manages. The firm’s enterprise scale and its range of offerings — from OCIO and institutional solutions to niche services such as sports and entertainment and executive planning — differentiate its platform from many smaller advisory firms.
Based on Stratos Wealth Partners, Ltd
Expertise
Based on Stratos Wealth Partners, Ltd
Occupation focus
Based on Stratos Wealth Partners, Ltd
Location
1701 Church Street, Suite D
Norfolk VA 23504
Advisors at this office
4
Advisors at this office
Kenneth R
ChFC®, Series 63, Series 65
Norfolk, VA
Stratos Wealth Partners, Ltd
Kenneth Royster is a financial advisor with Stratos Wealth Partners, Ltd, holding the ChFC® designation and Series 63 and 65 licenses. He has 38 years of industry experience, including long tenures at MetLife Securities Inc. and LPL Financial, LLC. He is based in Norfolk, VA. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives, combining individualized asset allocation with access to proprietary and third-party strategies.
Joshua A
Series 63, Series 65
Norfolk, VA
Stratos Wealth Partners, Ltd
Joshua Anderson is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Stratos Wealth Partners and LPL Financial since 2021 and previously at Prosperity Capital Advisors and CLP Financial Group. Anderson is also involved in non-variable insurance activities. Stratos Wealth Partners serves individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers portfolio management, financial planning, model portfolios, and retirement plan consulting through a large network of advisor representatives, combining individualized asset allocation with access to proprietary and third-party strategies.
Kendra B
Series 66
Norfolk, VA
Stratos Wealth Partners, Ltd
Kendra Bullock is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and four years of industry experience. She has worked at several firms including LPL Financial, Kestra Advisory, Janney Montgomery Scott, and Vanguard. Stratos Wealth Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers comprehensive financial planning and portfolio management services through a large network of investment adviser representatives, combining individualized asset allocation with access to both proprietary and third-party investment strategies.
Webster N
Series 66
Norfolk, VA
Stratos Wealth Partners, Ltd
Webster Nicholson Jr. is a financial advisor with Stratos Wealth Partners, Ltd. He holds the Series 66 designation and has eight years of industry experience. Prior to joining Stratos Wealth Partners and LPL Financial in 2024, he worked at First Command for six years. He is also employed by the University of Massachusetts Global. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, access to model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.
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