Stratos Wealth Securities, LLC

Broker-DealerFINRA MemberEst. 2018
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Beachwood, Ohio
CRD number
290230
Registered since
April 4, 2018

Firm profile

FINTRX

Overview

Stratos Wealth Securities, LLC is registered as a limited liability company and appears in public records as an SEC-registered entity since 2018. The firm is listed as having a domestic entity/individual ownership structure and is classified in the source data as "unclassified." Public disclosures provide very little detail about the firm's service mix or target client segments: fields for business activities, advisory activities and client base are not populated in the available dataset. Available metadata flags that the firm is not a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or a related adviser. Those designations suggest the firm does not publicly report sponsoring private funds or managing delegated capital allocations, and it does not identify ESG integration as part of its disclosed investment approach.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Jeffrey Concepcion

    Jeffrey Concepcion

    Founder & CEOCRD 1899367

Contacts

2 of 2
  • Mark Manzo

    Mark Manzo

    Founder & Managing PartnerCRD 1229739

  • Douglas Burns

    Douglas Burns

    Director of SupervisionCRD 4824998

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth