STRATOS Employee Directory

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.

Find STRATOS employees' phone numbers or email addresses

STRATOS Global Highlights

Location
Employees

North America
391

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  • United States Of America
    382
  • Canada
    6
  • Mexico
    3

South America
71

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  • Brazil
    68
  • Ecuador
    2
  • Venezuela
    1

Europe
18

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  • France
    6
  • United Kingdom Of Great Britain And Northern Ireland
    4
  • Italy
    3
  • Cyprus
    1
  • Netherlands
    1
  • Greece
    1
  • Spain
    1
  • Portugal
    1

Asia
5

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  • India
    3
  • Malaysia
    1
  • Philippines
    1

Africa
2

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  • Egypt
    1
  • Kenya
    1

Oceania
1

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  • Papua New Guinea
    1

STRATOS's Leadership

  • Stylized image of a person
    M. F.
    Cfo
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  • Stylized image of a person
    M. D.
    Chief Compliance Officer
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  • Stylized image of a person
    N. A.
    Chief Financial Officer Chief Operating Officer
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  • Stylized image of a person
    J. C.
    Founder And Chief Executive Officer
    Phone icon
  • Stylized image of a person
    W. W.
    Founder And Wealth Advisor
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  • Stylized image of a person
    D. O. F.
    Engenheiro De Manutenção Sr
    Phone icon
  • Stylized image of a person
    B. H.
    Wealth Advisor And Founding Partner
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  • Stylized image of a person
    P. R.
    Partner - Wealth Advisor
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STRATOS Employee Metrics

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50%
0%
2026
2025
  • Finance
  • Operations
  • Analytics
  • Consultant
  • Marketing
  • Other
  • Information Technology
  • Human Resources
  • Banking
  • Business
  • Community & Social Services

Contact profiles from STRATOS

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    R. M.
    Partner Wealth Manager
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    R. F.
    Partner And Financial Advisor
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    W. W.
    Founder And Wealth Advisor
    Phone icon
    Jul 04, 2025
  • Stylized image of a person
    J. I.
    Director Of Advisory Operations
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    J. P.
    Director, Advisory Compliance
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    K. L.
    Director Of Client Relations
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    Oct 17, 2024
  • Stylized image of a person
    M. M.
    Director
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    Oct 21, 2024
  • Stylized image of a person
    M. O. B.
    Managing Director
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    Oct 21, 2024
  • Stylized image of a person
    S. H.
    Director
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    Oct 18, 2024
  • Stylized image of a person
    A. V.
    B2b Executive Manager
    Phone icon
    BrazilSão Paulo
    Dec 29, 2025

Frequently Asked Questions

What is STRATOS known for?

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STRATOS was founded in 2008 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore STRATOS's company overview page for more information.

What is STRATOS's most common email format?

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

How many employees does STRATOS have currently?

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STRATOS has approximately 256 employees as of July 2026. These team members are located across 6 continents, including North AmericaSouth AmericaEurope.

Who are STRATOS's key employees and leadership?

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As of July 2026, STRATOS's key employees include:

  • Cfo: M. F.
  • Chief Compliance Officer: M. D.
  • Chief Financial Officer Chief Operating Officer: N. A.
  • Founder And Chief Executive Officer: J. C.
  • Founder And Wealth Advisor: W. W.

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