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 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
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
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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