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About Stratos Wealth Partners
Stratos Wealth Partners was founded in November 2008 by Jeffrey Concepcion, the CEO, to address the growing need for a better financial advisory model. Concepcion recognized the limitations of existing brokerage models that hindered advisors from prioritizing their clients' interests.
Stratos Wealth Partners offers a distinctive wealth management experience, prioritizing personalized, concierge-level service. Stratos Advisors can provide clients access to a broad range of financial products and strategies without the constraints often found in larger brokerage firms and investment banks.
The firm provides a robust infrastructure, resources, and support, empowering advisors to focus on their core competency — advising clients. This, in turn, allows clients to concentrate more on their life passions.
They serve a diverse clientele, from business owners and executives to retirees and individual investors, offering tailored solutions and innovative techniques to meet unique needs.
Pricing options
Regulatory filings
Areas of specialty
- Financial Planning
- Retirement Planning
- Estate Planning
- Tax Planning
- Investment Management
- Social Security Planning
- Risk Management
- Charitable Giving
- Insurance Planning
More about Stratos Wealth Partners
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 153184 | 315 |
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Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Stratos Wealth Partners.