Santa Monica, CA Office
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Stratos Wealth Partners, Ltd
Enterprise
Firm-wide stats for Stratos Wealth Partners, Ltd
About
Stratos Wealth Partners, Ltd. is an SEC‑registered enterprise adviser with roughly 379 advisors and about $18.6 billion in assets under management that serves a broad mix of individuals (including high‑net‑worth clients), retirement plans, corporations, nonprofits and other institutional clients. Services are delivered through affiliated and independent investment adviser representatives and include advisor‑managed wrap and non‑wrap programs, financial planning (flat‑fee, subscription and hourly), third‑party manager programs, and outsourced CIO solutions for institutional clients.
The firm’s model is IAR‑driven: most advisors operate as independent contractors (with a program for some to become employees) and provide discretionary and non‑discretionary portfolio management, using customized portfolios or model allocations aligned to client goals and ongoing active monitoring. Stratos employs an open‑architecture approach that integrates multiple third‑party platforms and managers — including affiliated sub‑advisors (Stratos Investment Management and SEI Investment Management Corporation), Envestnet, LPL, Fidelity and Schwab — and offers overlay and tax‑management features as part of portfolio implementation.
Several features disclosed in the brochure distinguish Stratos from many peers: a December 2025 strategic investment by SEI brought common ownership with SEI Investment Management Corporation and SEI Private Trust Company, enabling use of SEI‑managed strategies, the SEI Integrated Cash Program (including a mandatory 1% FDIC sweep) and the SEI Access Marketplace — arrangements the firm identifies as creating potential economic conflicts of interest. The brochure also highlights less common operational elements such as held‑away discretionary management via the Pontera platform, an option‑overlay sub‑adviser arrangement that shares fees with a parent company, and niche planning services (for example, sports and entertainment and executive planning), which clients are asked to review with their IAR.
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Expertise
Based on Stratos Wealth Partners, Ltd
Occupation focus
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Demographic focus
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Location
2800 28th St, Suite #306
Santa Monica CA 90405
Advisors at this office
3
Advisors at this office
James B
CFP®, Series 63
Santa Monica, CA
Stratos Wealth Partners, Ltd
James Boyd is a CFP® with 39 years of industry experience, currently serving as an advisor at Stratos Wealth Partners, Ltd. He has held prior roles at LPL Financial and National Planning Corporation and has operated Boyd Financial Planning since 1984. Outside of advising, he is involved in tax preparation through a side business, SASSY COUTURE. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisor with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base, including individuals, retirement plans, corporations, nonprofits, and institutions, offering a range of services such as financial planning, advisor-managed programs, and outsourced CIO solutions with an open-architecture investment approach.
Craig M
Series 66
Santa Monica, CA
Stratos Wealth Partners, Ltd
Craig Macomber is a financial advisor with Stratos Wealth Partners, Ltd in Santa Monica, CA, holding a Series 66 credential and 19 years of industry experience. He has worked at Stratos Wealth Partners since 2013 and previously at LPL Financial and Merrill. Outside his advisory role, Macomber is part owner of a startup involved in general management and sales team training. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves individuals—including high-net-worth clients—as well as retirement plans, corporations, nonprofits, and other institutional clients through a model that emphasizes independent advisor representatives and an open-architecture investment approach integrating multiple third-party platforms and managers.
Nina H
CFP®, Series 66
Santa Monica, CA
Stratos Wealth Partners, Ltd
Nina Hajjar is a financial advisor with Stratos Wealth Partners, Ltd. in Santa Monica, CA, holding CFP® and Series 66 credentials. She has 19 years of industry experience, including prior roles at LPL Financial and Chase Investment Services Corp. Hajjar also sells fixed insurance products alongside her advisory work. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with roughly 379 advisors serving individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm uses an open-architecture approach and offers discretionary and non-discretionary portfolio management through a network of independent investment adviser representatives.
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