Worthington, OH North High Street Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Stratos Wealth Partners, Ltd
Enterprise
Firm-wide stats for Stratos Wealth Partners, Ltd
About
Stratos Wealth Partners serves a broad mix of individual and institutional clients — including high‑net‑worth individuals, retirement plans, charitable organizations and corporations — and provides financial planning, advisor‑managed wrap and non‑wrap programs, access to model portfolios and third‑party manager solutions, and retirement plan consulting. Services are delivered through a large network of investment adviser representatives (IARs) who offer ongoing portfolio management, financial planning, sub‑advisory relationships and specialized consulting for business and executive clients.
The firm’s advice model combines individualized asset allocation and active monitoring with access to both proprietary and third‑party strategies; IARs may manage accounts on a discretionary or non‑discretionary basis and commonly use platforms and programs from providers such as LPL, Fidelity, Schwab, Envestnet and SEI. Stratos also supports held‑away discretionary management for workplace retirement and other external accounts via the Pontera system and operates both bundled (wrap) and unbundled fee arrangements across multiple custodians.
Distinctive features include a December 2025 majority ownership transaction that placed Stratos under common indirect ownership with SEI‑affiliated entities, providing access to SEI Investment Management Corporation (SIMC) strategies and SEI Private Trust Company (SPTC) custody and cash sweep arrangements; those affiliations, along with an in‑house subadvisor (Stratos Investment Management) and programs that allow some IARs to become employees, create specific operational relationships and potential conflicts the firm discloses and manages. The firm’s enterprise scale and its range of offerings — from OCIO and institutional solutions to niche services such as sports and entertainment and executive planning — differentiate its platform from many smaller advisory firms.
Based on Stratos Wealth Partners, Ltd
Expertise
Based on Stratos Wealth Partners, Ltd
Occupation focus
Based on Stratos Wealth Partners, Ltd
Location
7100 North High Street Suite 304
Worthington OH 43085
Advisors at this office
3
Advisors at this office
Ronald P
Series 63, Series 66
Worthington, OH
Stratos Wealth Partners, Ltd
Ronald Palanca is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His career includes prior roles at LPL Financial, Merrill, and Advisors' Pride. Stratos Wealth Partners serves a wide range of individual and institutional clients, offering financial planning, portfolio management, model portfolios, and retirement plan consulting through a large network of investment adviser representatives. The firm combines individualized asset allocation and active monitoring with access to both proprietary and third-party strategies across multiple custodians.
Matthew M
Series 66
Worthington, OH
Stratos Wealth Partners, Ltd
Matthew Marrah is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 credential and eight years of industry experience. He has previously worked at LPL Financial, Axa Advisors, and Miller Management. He is also involved in selling life insurance products that complement his advisory services. Stratos Wealth Partners serves a wide range of individual and institutional clients, including high-net-worth individuals and retirement plans. The firm offers financial planning, advisor-managed portfolios, model portfolios, third-party manager solutions, and retirement plan consulting, combining individualized asset allocation with both proprietary and third-party investment strategies.
Denice C
Series 63, Series 65, Series 66
Worthington, OH
Stratos Wealth Partners, Ltd
Denice Chun is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. She has worked at Stratos Wealth Partners since 2018, following seven years with LPL Financial, and previously operated the Hong Kong Bakery & Deli for six years. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm provides financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a broad network of investment adviser representatives, combining individualized asset allocation with access to both proprietary and third-party strategies.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")