San Diego, CA 12348 High Bluff Drive Suite 240 Office

Team
Updated today
Stratos Wealth Partners, Ltd logo

Stratos Wealth Partners, Ltd

Enterprise

Firm-wide stats for Stratos Wealth Partners, Ltd

Total advisors

379

Across 130 offices

Clients per advisor

66 Typical

Avg AUM per client

$706,728 High

HNW client ratio

17% Typical

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

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy

Based on Stratos Wealth Partners, Ltd

Occupation focus

Executive Founder/Business Owner Retired Financial Professional

Based on Stratos Wealth Partners, Ltd

Location

12348 High Bluff Drive, Suite 240

San Diego CA 92130

Advisors at this office

9

Advisors at this office

user avatar

Michael M

Series 63, Series 65

San Diego, CA

Stratos Wealth Partners, Ltd

Michael Mays is a financial advisor with Stratos Wealth Partners, Ltd in San Diego, CA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at UBS Financial Services and Wells Fargo Clearing before joining Stratos Wealth Partners and LPL Financial in 2013. Outside of investment advisory, he serves as Treasurer and 50% shareholder of JSMD Wealth Management, Inc. 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, 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.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
user avatar

Jennifer H

Series 63, Series 65

San Diego, CA

Stratos Wealth Partners, Ltd

Jennifer Hart is a financial advisor with Stratos Wealth Partners, Ltd in San Diego, CA. She holds Series 63 and Series 65 licenses and has 27 years of industry experience. Her prior work includes roles at LPL Financial, LLC, Morgan Stanley, and Citigroup Global Markets. 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 who provide both discretionary and non-discretionary portfolio management.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
user avatar

Evan C

Series 66

San Diego, CA

Stratos Wealth Partners, Ltd

Evan Cohen is a financial advisor at Stratos Wealth Partners, Ltd with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Morgan Stanley. Cohen is based in San Diego, CA. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutions, offering a range of services such as financial planning, advisor-managed programs, model portfolios, and retirement plan consulting. The firm combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies across multiple custodians and platforms.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
user avatar

Halle H

Series 65

San Diego, CA

Stratos Wealth Partners, Ltd

Halle Hewitt is a financial advisor at Stratos Wealth Partners, Ltd with Series 65 credentials and one year of industry experience. Her prior roles include positions at WCG Wealth Advisors, LLC, Fides Wealth Strategies Group, and various non-financial roles including in education and hospitality. She has been involved with the YMCA San Diego and San Diego State University during the past several years. Stratos Wealth Partners serves a broad mix of individual and institutional clients, offering financial planning, advisor-managed wrap and non-wrap programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives. The firm combines individualized asset allocation with access to proprietary and third-party strategies and supports both discretionary and non-discretionary account management.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
user avatar

Rachel D

Series 63, Series 65

San Diego, CA

Stratos Wealth Partners, Ltd

Rachel Dennenberg is a financial advisor with Stratos Wealth Partners, Ltd in San Diego, CA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Her prior experience includes roles at Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. She is also the owner of Dennenberg Consulting Inc, a business entity for tax and investment purposes. Stratos Wealth Partners serves a broad range of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers 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.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
user avatar

James P

CFP®, ChFC®, Series 63

San Diego, CA

Stratos Wealth Partners, Ltd

James Pierik is a CFP® and ChFC® with 40 years of experience in the financial services industry. He has been with Stratos Wealth Partners, Ltd. since 2013 and has a long tenure with LPL Financial, LLC, dating back to 1993. Based in San Diego, he is also licensed to conduct sales and services of fixed insurance products. 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, and retirement plan consulting, utilizing a broad network of investment adviser representatives and combining individualized asset allocation with access to both proprietary and third-party strategies.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
user avatar

Thomas S

CFP®, Series 63

San Diego, CA

Stratos Wealth Partners, Ltd

Thomas Strohl is a CFP®-designated financial advisor with 40 years of industry experience. He has been with Stratos Wealth Partners, Ltd since 2013 and has prior work experience at LPL Financial, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Based in San Diego, CA, he is affiliated with both Stratos Wealth Partners and LPL Financial. Stratos Wealth Partners serves a broad mix of individual and institutional clients, offering financial planning, advisor-managed programs, model portfolios, and retirement plan consulting. The firm combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies, delivering services through a large network of investment adviser representatives.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
user avatar

Savanna S

Series 63, Series 66

San Diego, CA

Stratos Wealth Partners, Ltd

Savanna Steed is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 66 credentials and eight years of industry experience. Her prior roles include positions at LPL Financial, OSAIC, Triad Advisors, and Key Investment Services. 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 consulting through a large network of investment adviser representatives utilizing both proprietary and third-party strategies.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
user avatar

Robert L

Series 63, Series 65

San Diego, CA

Stratos Wealth Partners, Ltd

Robert Leach is a financial advisor with Stratos Wealth Partners, Ltd in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes positions at Wells Fargo Investments and Wells Fargo Clearing prior to joining Stratos Wealth Partners in 2015. 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, model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
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