Sewickley, PA Georgetown Drive 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 wealth management firm with roughly $18.6 billion in assets under management, about 366 advisors, and more than 24,000 clients. The firm provides advisor‑managed wrap and non‑wrap portfolios, model portfolios, access to third‑party manager programs, and a range of financial planning engagements (flat‑fee plans, subscription services, and hourly consulting), along with retirement plan consulting and plan participant guidance.
Investment decisions are primarily implemented by a network of investment adviser representatives—most operating as independent contractors—who construct individualized asset allocations and manage accounts on discretionary or non‑discretionary bases using active monitoring, model portfolios, and third‑party manager relationships. SWP operates an open‑architecture approach that routinely integrates external platforms and tools (for example LPL, Fidelity, Schwab, Envestnet and the Pontera order management capability for certain held‑away accounts) and offers both advisor‑managed and model‑based strategies.
A recent indirect change of control (effective December 3, 2025) brought SWP under common ownership with SEI‑affiliated businesses, which has given SWP IARs access to SEI Investment Management Corporation’s manager platform, Outsourced CIO solutions, the SEI Access Marketplace/Select List for alternative investments, and custody services through SEI Private Trust Company (including the SEI Integrated Cash Program and FDIC sweep mechanics). These affiliations and related programs (including the use of affiliated sub‑advisors such as Stratos Investment Management and the option for certain IARs to transition to employee status with incentives tied to using affiliated managers) create operational efficiencies but also generate potential conflicts of interest that SWP discloses and manages in its adviser materials.
Based on Stratos Wealth Partners, Ltd
Location
2200 Georgetown Drive, Suite 200
Sewickley PA 15143
Advisors at this office
3
Advisors at this office
Jackson C
Series 66
Sewickley, PA
Stratos Wealth Partners, Ltd
Jackson Catanzaro is a financial advisor with Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Western Wealth Management LLC, LPL Financial, and Jumet Financial. Stratos Wealth Partners offers advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm’s Strategic Wealth Management platform utilizes an open-architecture approach that supports advisor-managed and model-based portfolios across multiple custodians and sub-advisors.
William C
Series 66
Sewickley, PA
Stratos Wealth Partners, Ltd
William Coates is a financial advisor at Stratos Wealth Partners, Ltd with six years of industry experience. He holds the Series 66 designation and has worked previously at LPL Financial, Clear Mountain Bank, Bank of America, Merrill, and Morgan Stanley. 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 Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios and emphasizes active monitoring and asset allocation across multiple custodians.
Nicholas K
Series 66
Sewickley, PA
Stratos Wealth Partners, Ltd
Nicholas Kerner is a financial advisor at Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has been in the industry since 2025. Prior to his current role, he worked at LPL Financial and was involved with Grape City Beer. He is also affiliated with Penn State University. Stratos Wealth Partners, Ltd. is an enterprise wealth management firm serving over 24,000 clients with approximately $18.6 billion in assets under management. The firm offers a variety of portfolios and financial planning services through an open-architecture platform that integrates multiple external tools and investment strategies.
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