Strongsville, OH Office

Team
Updated today

Client AUM

$17,557,955,784

Clients

24,844

Advisors

5

Of 380 advisors across 130 offices

Location

12645 Pearl Rd

Strongsville OH 44136

Advisors at this office

5

Advisors at this office

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James B

Series 63, Series 66

Strongsville, OH

Stratos Wealth Partners, Ltd

James Broderick is a financial advisor at Stratos Wealth Partners, Ltd with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including AllianceBernstein L.P., Strickland Brothers, and Omega Pensions Inc. Broderick serves as a board member and co-chairs the donor development team for the Rocky River Education Foundation, which supports educational programs in Rocky River City Schools. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm with approximately $18.6 billion in assets under management, serving more than 24,000 clients through about 366 advisors. The firm offers advisor-managed and model-based portfolio strategies, retirement plan consulting, and utilizes an open-architecture platform integrating external tools and third-party managers.

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

Series 63, Series 65

Strongsville, OH

Stratos Wealth Partners, Ltd

Brent Teague is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has prior experience at Oswald Financial, Inc., Global Retirement Partners, LLC, and LPL Financial, LLC, where he continues as a registered representative. 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 financial planning services, advisor-managed and model portfolios, and retirement plan consulting, operating with an open-architecture approach that integrates multiple external platforms and tools.

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

Series 63, Series 65

Strongesville, OH

Stratos Wealth Partners, Ltd

Spenser Vago is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at Virtue Capital Management, LLC and Horter Investment Management, and has owned Vago Insurance Agency since 1999, where he provides various insurance products including health, life, and Medicare. Stratos Wealth Partners serves a diverse client base that includes individual investors, trusts, charitable organizations, corporations, 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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Autumn H

Series 66

Strongsville, OH

Stratos Wealth Partners, Ltd

Autumn Harvey is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 66 designation and 10 years of industry experience. Her prior roles include positions at Morgan Stanley, JP Morgan Chase Bank, and AXA Advisors. She provides administrative support to Stratos Wealth Partners and Stratos Investment Management. 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 investment strategies, financial planning services, and retirement plan consulting through a network of independent investment adviser representatives utilizing an open-architecture approach and access to SEI-affiliated platforms.

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

Series 66

Strongsville, OH

Stratos Wealth Partners, Ltd

Michael Gregory is a financial advisor with Stratos Wealth Partners, Ltd. He holds the Series 66 designation and has been in the industry since 2026. His prior experience includes roles at LPL Financial LLC and Equitable Advisors, LLC. 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 advisor-managed and model portfolios, third-party manager programs, and various financial planning services, operating on an open-architecture platform that integrates multiple external providers and solutions.

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