STRATOS logo

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
401

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  • United States Of America
    383
  • Canada
    16
  • Mexico
    2

South America
91

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  • Brazil
    88
  • Ecuador
    2
  • Venezuela
    1

Europe
20

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  • France
    7
  • Italy
    5
  • United Kingdom Of Great Britain And Northern Ireland
    3
  • Netherlands
    2
  • Bosnia And Herzegovina
    1
  • Spain
    1
  • Portugal
    1

Asia
7

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  • India
    5
  • Philippines
    1
  • Malaysia
    1

Africa
2

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  • Kenya
    1
  • Egypt
    1

Oceania
1

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  • Papua New Guinea
    1

STRATOS's Leadership

  • Cfo at STRATOS
    M. F.
    Cfo
  • Chief Compliance Officer at STRATOS
    M. D.
    Chief Compliance Officer
  • Chief Financial Officer Chief Operating Officer at STRATOS
    N. A.
    Chief Financial Officer Chief Operating Officer
  • Founder And Chief Executive Officer at STRATOS
    J. C.
    Founder And Chief Executive Officer
  • Founder And Wealth Advisor at STRATOS
    W. W.
    Founder And Wealth Advisor
  • Engenheiro De Manutenção Sr at STRATOS
    D. O. F.
    Engenheiro De Manutenção Sr
  • Wealth Advisor And Founding Partner at STRATOS
    B. H.
    Wealth Advisor And Founding Partner
  • Partner - Wealth Advisor at STRATOS
    P. R.
    Partner - Wealth Advisor

STRATOS 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

Name
Title
Contact
Location
Last Update
  • Partner Wealth Manager at STRATOS
    R. M.
    Partner Wealth Manager
    Oct 18, 2024
  • Partner And Financial Advisor at STRATOS
    R. F.
    Partner And Financial Advisor
    Oct 23, 2024
  • Founder And Wealth Advisor at STRATOS
    W. W.
    Founder And Wealth Advisor
    Jul 04, 2025
  • Owner at STRATOS
    G. Y.
    Owner
    Aug 04, 2026
  • Director Of Advisory Operations at STRATOS
    J. I.
    Director Of Advisory Operations
    Oct 22, 2024
  • Director, Advisory Compliance at STRATOS
    J. P.
    Director, Advisory Compliance
    Oct 21, 2024
  • Director Of Client Relations at STRATOS
    K. L.
    Director Of Client Relations
    Oct 17, 2024
  • Director at STRATOS
    M. M.
    Director
    Oct 21, 2024
  • Managing Director at STRATOS
    M. O. B.
    Managing Director
    Oct 21, 2024
  • Director at STRATOS
    S. H.
    Director
    Oct 18, 2024

Frequently Asked Questions

What is STRATOS known for?

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STRATOS was founded in 2008 and operates in the Financial Services industry. You can contact STRATOS's 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 FLast@stratoswealthpartners.com. 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 257 employees as of August 2026. These team members are located across 6 continents, including North America, South America and Europe.

Who are STRATOS's key employees and leadership?

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As of August 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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