Stratos Wealth Securities, LLC

Broker-DealerFINRA Member
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 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

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
  • Douglas Burns

    Douglas Burns

    Director of SupervisionCRD 4824998

  • Mark Manzo

    Mark Manzo

    Founder & Managing PartnerCRD 1229739

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