STRATOS

STRATOS Employee Directory

Financial ServicesOhio, United States501-1000 Employees

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 www.stratoswealth.com

Find STRATOS employees' phone numbers or email addresses

STRATOS Global Highlights

Location
Employees

North America
385

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  • United States Of America
    378
  • Canada
    5
  • Mexico
    2

Europe
14

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  • France
    4
  • Italy
    4
  • United Kingdom Of Great Britain And Northern Ireland
    2
  • Bulgaria
    1
  • Cyprus
    1
  • Greece
    1
  • Spain
    1

Africa
1

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  • Kenya
    1

Asia
1

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  • Malaysia
    1

South America
1

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  • Brazil
    1

STRATOS's Leadership

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    C. J.
    Chief Operating Officer
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    M. D.
    Chief Compliance Officer
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    N. A.
    Chief Financial Officer Chief Operating Officer
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    J. C.
    Founder And Chief Executive Officer
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    M. O.
    Managing Partner & Director Of National Sales
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    J. S.
    Partner - Wealth Advisor
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    J. T.
    Partner, Wealth Advisor
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    A. J.
    Partner - Wealth Advisor
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STRATOS Employee Metrics

100%
50%
0%
2025
2024
  • Finance
  • Operations
  • Analytics
  • Consultant
  • Marketing
  • Other
  • Information Technology
  • Human Resources

Contact profiles from STRATOS

Name
Title
Contact Info
Location
Last Update
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    C. P.
    Partner, Wealth Advisor
    Phone icon
    United StatesArizona
    Feb 07, 2025
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    C. K.
    Partner And Wealth Advisor
    Phone icon
    United StatesLouisiana
    Apr 26, 2025
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    D. D.
    Managing Partner And Wealth Advisor
    Phone icon
    United StatesArkansas
    Oct 17, 2024
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    H. B.
    Partner
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    J. C.
    Founder And Chief Executive Officer
    Phone icon
    Nov 04, 2025
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    K. F.
    Partner
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    K. O. B.
    Partner And Wealth Advisor
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    Oct 23, 2024
  • Stylized image of a person
    K. R.
    Partner
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    Oct 22, 2024
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    M. A.
    Partner - Wealth Advisor
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    Oct 23, 2024
  • Stylized image of a person
    M. W. A.
    Partner - Wealth Advisor
    Phone icon
    United StatesPennsylvania
    Oct 18, 2024

Frequently Asked Questions

What is STRATOS known for?

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STRATOS was founded in 2008 operates in the Financial Services industry. The company's main headquarters is located in 3750 Park East Drive Beachwood, OH 44122 US; 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 501 employees as of October 2025. These team members are located across 5 continents, including North AmericaEuropeAfrica.

Who are STRATOS's key employees and leadership?

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As of October 2025, STRATOS's key employees include:

  • Chief Operating Officer: C. J.
  • Chief Compliance Officer: M. D.
  • Chief Financial Officer Chief Operating Officer: N. A.
  • Founder And Chief Executive Officer: J. C.
  • Managing Partner & Director Of National Sales: M. O.

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