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 a limited liability company that registered with the SEC in 2018. FINTRX classifies the firm as unclassified and records the owner type as a combination of a domestic entity and an individual. The dataset identifies the firm as not acting as a capital allocator and not positioning itself as an active ESG investor. It is also listed as not operating as a multi-state adviser, not newly formed (relative to the dataset), not serving as a pension consultant, and not recorded as a related adviser. The source contains no descriptive entries about the firm’s stated business lines, target clients, or advisory activities, so there is no further publicly reported information on how Stratos Wealth Securities campaigns or structures its client services.

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
  • 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