Sewickley, PA Carmody Court Office

Team
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Stratos Wealth Partners, Ltd

Enterprise

Firm-wide stats for Stratos Wealth Partners, Ltd

Total advisors

378

Across 130 offices

Clients per advisor

66 Typical

Avg AUM per client

$706,728 High

HNW client ratio

17% Typical

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

1605 Carmody Court Suite 301

Sewickley PA 15143

Advisors at this office

13

Advisors at this office

user avatar

Braden M

Series 66

Sewickley, PA

Stratos Wealth Partners, Ltd

Braden Mc Canna is a financial advisor at Stratos Wealth Partners, Ltd with a Series 66 credential and one year of industry experience. He previously worked at LPL Financial and Equitable Advisors and has a background that includes roles in healthcare and education. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm’s Strategic Wealth Management platform offers an open-architecture approach that supports advisor-managed and model-based portfolios with 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
user avatar

Jonathan H

Series 66

Sewickley, PA

Stratos Wealth Partners, Ltd

Jonathan Hansotte is a financial advisor with Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has five years of industry experience. Prior to his current role, he worked at The Kelley Financial Group and LPL Financial. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm managing approximately $18.6 billion in assets. The firm serves over 24,000 clients through a network of approximately 366 advisors, offering a range of portfolio management and financial planning services that utilize an open-architecture investment approach integrating both advisor-managed and model-based strategies.

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

Michael D

Series 63, Series 65

Sewickley, PA

Stratos Wealth Partners, Ltd

Michael Dibartolomeo is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and 12 years of industry experience. His career includes roles at LPL Financial LLC and founding DiBartolomeo Investment Group, LLC. Stratos Wealth Partners 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 advisor-managed and model portfolios, financial planning services, and retirement plan consulting through a network of independent investment adviser representatives using an open-architecture investment approach.

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

Series 65

Sewickley, PA

Stratos Wealth Partners, Ltd

Philip Herbster is a financial advisor at Stratos Wealth Partners, Ltd with one year of industry experience. He holds a Series 65 designation and has previously worked at Touchstone Capital, McKinley-Carter Wealth Services, and First National Bank, among other roles. Outside of his advisory work, he also works as a food delivery driver for DoorDash on a part-time basis. Stratos Wealth Partners provides advisory services to a diverse client base including individual investors, trusts, charitable organizations, corporations, and retirement plans. 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
user avatar

Zoe W

Series 66

Sewickley, PA

Stratos Wealth Partners, Ltd

Zoe Wiest is a financial advisor at Stratos Wealth Partners, Ltd with 19 years of industry experience. She holds the Series 66 designation and has been with Stratos Wealth Partners and LPL Financial since 2015. Outside of her advisory role, she is also a notary public. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, utilizing multiple custodians and a range of affiliated and unaffiliated sub-advisors.

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

Justin P

CFP®, Series 66

Sewickley, PA

Stratos Wealth Partners, Ltd

Justin Porco is a CFP®-credentialed financial advisor with five years of industry experience. He is currently with Stratos Wealth Partners, Ltd., having joined in 2025, and has prior experience at firms including LPL Financial, The O.N. Equity Sales Company, and Bank of America. Outside of his advisory work, he is involved with J&N Construction LLC, a business entity established for tax and investment purposes. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm managing approximately $18.6 billion in assets with around 366 advisors serving over 24,000 clients. The firm offers a variety of investment management and financial planning services through an open-architecture platform that includes active monitoring, model portfolios, and third-party manager programs.

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

Jared M

Series 66

Sewickley, PA

Stratos Wealth Partners, Ltd

Jared Marfisi is a financial advisor at Stratos Wealth Partners, Ltd. He holds a Series 66 credential and has two years of industry experience. Prior to joining Stratos Wealth Partners, he held roles at LPL Financial, Cetera, and MassMutual, among others. Outside of finance, he has worked with DoorDash for several years. 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 advisor-managed and model portfolios, third-party manager programs, and various financial planning services using an open-architecture approach that integrates multiple platforms and investment solutions.

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

Dante G

Series 66

Sewickley, PA

Stratos Wealth Partners, Ltd

Dante Grenci is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 credential and five years of industry experience. He has worked at Stratos Wealth Partners since 2021 and previously at LPL Financial. Outside of his advisory role, Grenci is involved in tax preparation and accounting activities through Grenci Accounting and Finance and The Kelley Financial Group. 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 advisor-managed and model portfolios, third-party manager programs, and a variety of financial planning and retirement consulting services using an open-architecture approach.

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

Andrew S

Series 65

Sewickley, PA

Stratos Wealth Partners, Ltd

Andrew Sciuto is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 65 designation and beginning his industry career in 2026. Prior to joining Stratos, he worked at The Kelley Group and has experience in various roles outside finance, including positions at Shady Lane School, Frontier Fellowship, FedEx Ground, New Castle YMCA, and Grove City College. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm serving over 24,000 clients through approximately 366 advisors. The firm offers a range of advisor-managed and model portfolios, financial planning services, and retirement plan consulting, utilizing an open-architecture platform that integrates external tools and manager programs.

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

Micah K

Series 66

Sewickley, PA

Stratos Wealth Partners, Ltd

Micah Kelley is a financial advisor with Stratos Wealth Partners, Ltd in Kent, OH, holding a Series 66 designation and 17 years of industry experience. He has been with Stratos Wealth Partners and LPL Financial since 2015. In addition to his advisory role, he is a partner at The Kelley Financial Group Accounting and Consulting, where he provides tax preparation and accounting services. Stratos Wealth Partners serves a diverse client base including individual investors, trusts, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and access to third-party advisory solutions. The firm’s Strategic Wealth Management platform supports both advisor-managed and model-based portfolios across multiple custodians and uses a combination of affiliated and unaffiliated sub-advisors.

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

Davisson H

Series 66

Sewickley, PA

Stratos Wealth Partners, Ltd

Davisson Hammond is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and bringing 22 years of industry experience. He has worked at Stratos Wealth Partners and LPL Financial since 2017, following eight years at Ameriprise Financial Services. Hammond is also a partner at The Kelley Financial Group Accounting and Consulting, focusing on tax preparation and accounting. 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 diversified asset allocation across multiple custodians.

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

Jeffrey K

Series 63, Series 66

Sewickley, PA

Stratos Wealth Partners, Ltd

Jeffrey Kelley is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. He has been with Stratos Wealth Partners and affiliated LPL Financial since 2015. 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, 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
user avatar

Noah F

Series 65

Sewickley, PA

Stratos Wealth Partners, Ltd

Noah Ferguson is a financial advisor at Stratos Wealth Partners, Ltd with one year of industry experience. He holds a Series 65 designation and has previously worked at BNY Mellon, Beratung Advisors, and La Roche University. Outside of his advisory role, he is involved in financial planning and wealth management support through a separate business activity in Sewickley, PA. Stratos Wealth Partners serves a broad client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. 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
View complete list of advisors at this office
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