Pittsburgh, PA McFarland Road 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
1575 McFarland Road, Suite 215
Pittsburgh PA 15216
Advisors at this office
3
Advisors at this office
James W
Series 66
Pittsburgh, PA
Stratos Wealth Partners, Ltd
James Wells III is a financial advisor with Stratos Wealth Partners, Ltd in Pittsburgh, PA, holding a Series 66 designation and bringing 20 years of industry experience. His prior roles include positions at Mid Atlantic Financial Management, Inc. and Ameriprise. Wells has been with Stratos Wealth Partners and affiliated LPL Financial since 2016. Stratos Wealth Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives, combining individualized asset allocation with access to proprietary and third-party investment strategies.
Stephanie B
Series 66
Pittsburgh, PA
Stratos Wealth Partners, Ltd
Stephanie Boyer is a financial advisor at Stratos Wealth Partners, Ltd with nine years of industry experience. She holds a Series 66 designation and has worked at Stratos since 2019 and at LPL Financial since 2016. 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 using a combination of proprietary and third-party strategies.
Clare F
Series 63, Series 65
Pittsburgh, PA
Stratos Wealth Partners, Ltd
Clare Frederick is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. Prior to joining Stratos in 2011, she worked at PNC Wealth Management and J.J.B. Hilliard, W.L. Lyons, LLC. She is based in Pittsburgh, PA. Stratos Wealth Partners serves individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations, offering financial planning, advisor-managed wrap and non-wrap programs, model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives. The firm combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies and supports a variety of account management options and platforms.
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