What departments does Stratos Wealth Partners have?

Stratos Wealth Partners has employees across 5 departments including Sales, Operations, Consultant, Finance, Information Technology.

What is the largest department at Stratos Wealth Partners?

The largest department at Stratos Wealth Partners is Operations with 2 employees.

Where are Stratos Wealth Partners employees located globally?

Stratos Wealth Partners has employees across 6 continents and 18 countries including Kenya, India, Malaysia, Philippines, United Kingdom Of Great Britain And Northern Ireland.

How has Stratos Wealth Partners's team size changed over time?

Stratos Wealth Partners's team has decreased from approximately 396 to 223 employees based on available data.

Stratos Wealth Partners Employee Directory

Q: Who are Stratos Wealth Partners's key employees and leadership?

Stratos Wealth Partners's key employees include: Founder / Ceo: B. P., Cfo: M. F., Chief Operating Officer: C. J., Chief Revenue Officer (cro): S. D., Chief Compliance Officer: M. D..

Financial ServicesOhio, United States201-500 Employees

Stratos Wealth Partners is a financial services firm headquartered in Beachwood, Ohio. It operates as an independent, partner-owned and operated organization that serves more than 400 independent financial advisors nationwide by providing the infrastructure and resources they need to grow their own practices. The organization employs between 201 and 500 people, including more than 85 executives, functional, and support professionals, and it maintains a concierge team to assist advisors in delivering a full-service solution to clients. Stratos leverages an integrated technology and partner ecosystem, with a technology stack that includes Google Cloud CDN, Cloudflare, Salesforce, MySQL, PHP, Google Tag Manager, and Google Analytics. Recent developments include the 2023 launch of Stratos Private Wealth to expand services for UHNW and HNW clients, a 2025 partnership with SEI, and the appointment of Charis Jones as Chief Operating Officer, Head of Supervision.

Stratos Wealth Partners Global Highlights

North America
387

United States Of America
378
Canada
6
Mexico
3

South America
27

Brazil
25
Ecuador
2

Europe
16

France
6
United Kingdom Of Great Britain And Northern Ireland
3
Italy
3
Cyprus
1
Greece
1
Spain
1
Portugal
1

Asia
3

India
1
Malaysia
1
Philippines
1

Africa
1

Kenya
1

Stratos Wealth Partners's Leadership

M. F.
Cfo
Mobile Phone
Email
C. J.
Chief Operating Officer
Mobile Phone
Email
S. D.
Chief Revenue Officer (cro)
Mobile Phone
Email
M. D.
Chief Compliance Officer
Mobile Phone
Email
N. A.
Chief Financial Officer Chief Operating Officer
Mobile Phone
Email
L. C.
President, Stratos Wealth Enterprises
Mobile Phone
Email
B. P.
Founder / Ceo
Mobile Phone
Email
J. C.
Founder And Chief Executive Officer
Mobile Phone
Email

Stratos Wealth Partners Employee Metrics

100%

50%

0%

2026

2025

Finance
Operations
Analytics
Consultant
Marketing
Other
Information Technology
Human Resources
Banking
Business
Community & Social Services

Contact profiles from Stratos Wealth Partners

Name

Title

Contact Info

Location

Last Update

M. O.
Managing Partner & Director Of National Sales
Mobile Phone
Email
United StatesNew Jersey
Apr 23, 2026
B. P.
Founder / Ceo
Mobile Phone
Email
United StatesTexas
Dec 11, 2025
L. C.
President, Stratos Wealth Enterprises
Mobile Phone
Email
United StatesDelaware
Apr 23, 2026
J. S.
Partner - Wealth Advisor
Mobile Phone
Email
United StatesArizona
Apr 22, 2026
J. T.
Partner, Wealth Advisor
Mobile Phone
Email
United StatesMichigan
Oct 16, 2024
A. J.
Partner - Wealth Advisor
Mobile Phone
Email
United StatesArizona
Mar 11, 2026
B. M.
Managing Partner
Mobile Phone
Email
United StatesArizona
Apr 22, 2026
C. J.
Chief Operating Officer
Mobile Phone
Email
United StatesSouth Carolina
Apr 22, 2026
D. P.
Partner/Share Holder & Wealth Advisor
Mobile Phone
Email
United StatesDelaware
Apr 16, 2026
E. A. M.
Partner Wealth Advisor
Mobile Phone
Email
United StatesArizona
Mar 24, 2026

Frequently Asked Questions

What is Stratos Wealth Partners known for?

Stratos Wealth Partners was founded in 2008 operates in the Financial Services industry. The company's main headquarters is located in Beachwood, Ohio 44122 United States; you can contact the main corporate office by phone at

+1-440-505-****

. Explore Stratos Wealth Partners's company overview page for more information.

What is Stratos Wealth Partners's most common email format?

Stratos Wealth Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Stratos Wealth Partners email formats with LeadIQ.

How many employees does Stratos Wealth Partners have currently?

Stratos Wealth Partners has approximately 257 employees as of June 2026. These team members are located across 5 continents, including North AmericaSouth AmericaEurope.

Who are Stratos Wealth Partners's key employees and leadership?

As of June 2026, Stratos Wealth Partners's key employees include:

Cfo: M. F.
Chief Operating Officer: C. J.
Chief Revenue Officer (cro): S. D.
Chief Compliance Officer: M. D.
Chief Financial Officer Chief Operating Officer: N. A.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Stratos Wealth Partners Employee Directory

Find Stratos Wealth Partners employees' phone numbers or email addresses

Name search is limited — try advanced search instead