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 recorded as a limited liability company that registered with the SEC in 2018. FINTRX classifies the firm as unclassified and identifies the owner type as a combination of a domestic entity and an individual. The database flags the firm as not acting as a capital allocator, and it is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. FINTRX does not supply details on the firm’s client mix, fee schedules, specific business lines, or advisory services.
Assets & Accounts
Investments & Alternatives
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
2 of 2
Jeffrey Concepcion
Founder & CEOCRD 1899367
Phillip Nuttall
Chief Operating OfficerCRD 5807229
Contacts
2 of 2
Mark Manzo
Founder & Managing PartnerCRD 1229739
Douglas Burns
Director of SupervisionCRD 4824998
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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