Stratos Wealth Securities, LLC
Firm details
- Headquarters
- Beachwood, Ohio
- CRD number
- 290230
- Registered since
- April 4, 2018
Firm profile
FINTRXOverview
Stratos Wealth Securities, LLC is organized as a limited liability company with ownership identified as a mix of a domestic entity and an individual. Public data available through FINTRX does not include descriptions of the firm’s client segments, fee schedules, or core advisory activities, and the firm has not provided detail on its business lines or third‑party affiliations. Available classification fields show Stratos Wealth Securities, LLC marked as unclassified. The firm is not identified as a capital allocator, is not flagged as an active ESG investor, and is not listed as a multi‑state adviser, newly formed adviser, pension consultant, or related adviser in the source data.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Jeffrey Concepcion
Founder & CEOCRD 1899367
Contacts
2 of 2
Douglas Burns
Director of SupervisionCRD 4824998

Mark Manzo
Founder & Managing PartnerCRD 1229739
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Beachwood, OH
Cuyahoga
Location
Beachwood, OH
Headquartered in Beachwood, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Cuyahoga
- Address
- 3750 Park East Dr
- Time zone
- ET (UTC-5)
- Office locations
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