Santa Monica, CA Office

Team
Updated today

Client AUM

$17,557,955,784

Clients

24,844

Advisors

3

Of 378 advisors across 129 offices

Location

2800 28th St, Suite #306

Santa Monica CA 90405

Advisors at this office

3

Advisors at this office

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James B

CFP®, Series 63

Santa Monica, CA

Stratos Wealth Partners, Ltd

James Boyd is a CFP®-certified financial advisor with 39 years of industry experience. He is currently with Stratos Wealth Partners, Ltd and has previously worked at LPL Financial and National Planning Corporation, as well as operating Boyd Financial Planning since 1984. Outside of his advisory roles, he prepares tax returns through a separate business, SASSY COUTURE. Stratos Wealth Partners serves a broad client base including individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.

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

Series 66

Santa Monica, CA

Stratos Wealth Partners, Ltd

Craig Macomber is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 66 designation and bringing 19 years of industry experience. He has been with Stratos Wealth Partners since 2013 and has also been associated with LPL Financial since 2011. Outside of his advisory roles, he is a part owner of Scoutvisor, a startup where he manages general operations and sales team development. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm serving over 24,000 clients with approximately $18.6 billion in assets under management. The firm offers a range of advisor-managed and model portfolio strategies, financial planning services, and retirement plan consulting through an open-architecture platform integrating multiple external providers.

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

CFP®, Series 66

Santa Monica, CA

Stratos Wealth Partners, Ltd

Nina Hajjar is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Stratos Wealth Partners, Ltd. since 2011. She is also associated with LPL Financial, LLC, with both roles spanning 15 years. Stratos Wealth Partners provides advisory services to a diverse client base including individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers an open-architecture platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

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