Stratos
Headquartered in Beachwood, Ohio, Stratos is an independent, partner-owned and operated financial services firm that works solely to facilitate the success of more than 350 independent financial advisors nationwide. The firm provides experienced financial advisors with a reliable infrastructure and resources that allow them the flexibility to develop and grow their own businesses. Stratos offers operational, strategic, and revenue-generating resources to advisors who are interested in going independent or are already independent. With more than 75 executive, functional, and support professionals in place, the firm has assembled a concierge team to assist our advisors in the execution of a full-service solution for their clients. This partnership provides advanced technology and communication tools alongside product and service partners that expand and grow every day, allowing us to further enhance the client experience. For a list of states in which we are registered to do business, please visit
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Verified contacts
177
available on Kipplo
LinkedIn employees
259
501 to 1000 range
Open roles
—
no listings
Distinct roles
110
indexed titles
Tech stack
1
tools in use
Monthly traffic
40
organic / mo
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Decision-makers and verified team members
177 contacts with verified email or phone · masked until revealed.
- HO
Hooman Omidpanah
Head of Financial Planning Services · Finance & Accounting
EmailPhone - ND
Natalie Dinunzio
Wealth Advisor · Finance & Accounting
EmailPhone - MT
McKenna Tucek
Client Services Associate · Customer/Client Service
EmailPhone - BB
Brad Baumgartner
Partner and Wealth Advisor · Finance & Accounting
EmailPhone - BB
Brian Bunker
Senior Director - Practice Management & Consulting · General Business & Management
EmailPhone - CR
Christopher Radzinski
Head of Platforms · Information Technology
EmailPhone - CP
Claiborne Perrilliat
Partner- Wealth Advisor · Finance & Accounting
EmailPhone - CP
Craig P. Adams
Partner and Wealth Advisor · Finance & Accounting
EmailPhone - EB
Eric Beahn
Director of Advisor Compensation · Finance & Accounting
EmailPhone
Showing 9 of 177 verified contacts
Top roles at Stratos
110 distinct titles indexed · top 10 shown.
- 12wealth advisor
- 10financial advisor
- 5partner - wealth advisor
- 5partner wealth advisor
- 3administrative assistant
- 3managing director
- 3partner
- 3partner and wealth advisor
- 3partner, wealth advisor
- 3portfolio manager
- +100more titles
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