DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Robert F Burchetta

Stratos Wealth Partners, LtdBD affiliatedBeachwood, Oh dual registrantIAPD 5252860

Feed of 09/15/2026

Also filed as Rob Burchetta

At current firm

0 y

since Jul 17, 2026

In the industry

19 y

since Jan 4, 2007 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Stratos Wealth Partners, Ltd BD affiliated current
since Jul 17, 2026 · Derwood, Md
Sei Investments Management Corp mixed wealth
Nov 13, 2023 to Jul 15, 2026 · Alexandria, Va
Morgan Stanley wirehouse
Feb 1, 2021 to Oct 4, 2023 · Bethesda, Md
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Jul 21, 2020 to Jan 8, 2021 · New York, Ny
Morgan Stanley wirehouse
Mar 1, 2016 to Mar 17, 2020 · New York, Ny
Credit Suisse Securities (USA) LLC former
Feb 10, 2012 to Sep 11, 2013 · New York, Ny

Moves

a registration end followed by a registration begin elsewhere

Sei Investments Management Corp to Stratos Wealth Partners, Ltd
left Jul 15, 2026, registered Jul 17, 2026 (2 days) · RIA to affiliated broker-dealer or bank
Morgan Stanley to Sei Investments Management Corp
left Oct 4, 2023, registered Nov 13, 2023 (40 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Morgan Stanley
left Jan 8, 2021, registered Feb 1, 2021 (24 days) · Wirehouse to wirehouse
Morgan Stanley to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Mar 17, 2020, registered Jul 21, 2020 (126 days) · Wirehouse to wirehouse
Credit Suisse Securities (USA) LLC to Morgan Stanley
left Sep 11, 2013, registered Mar 1, 2016 (902 days) · Other

Signals

Robert F Burchetta left Sei Investments Management Corp for Stratos Wealth Partners, Ltd (registered 2026-07-17)
Jul 15, 2026 · Advisor changed firm · fact
Robert F Burchetta left Morgan Stanley for Sei Investments Management Corp (registered 2023-11-13)
Oct 4, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address