DFX Intelligence
Advisors
Advisors registered through Stratos Wealth Advisors LLC
Every person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations. Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Daniel Gerry Roberts Certified Financial Planner | Stratos Wealth Advisors LLC independent RIA | Reno, Nv | Mar 28, 2024 | 25 y | 1 | 2 |
| Trael A Robertson | Stratos Wealth Advisors LLC independent RIA | Franklin, Tn | Nov 25, 2025 | 10 y | 0 | 1 |
| Mark Thomas Roman | Stratos Wealth Advisors LLC independent RIA | Rockland, Ma | Apr 26, 2019 | 32 y | 1 | 2 |
| A••••• T•••••• S•••••• Certified Financial Planner | S•••••• W••••• A••••••• L•• independent RIA | Reno, Nv | Aug 12, 2024 | 11 y | 1 | 1 |
| A••••• J• S•••• | S•••••• W••••• A••••••• L•• independent RIA | Philadelphia, Pa | Jan 15, 2025 | 15 y | 1 | 1 |
| L•••• W••••• S•••• | S•••••• W••••• A••••••• L•• independent RIA | Beachwood, Oh | Mar 31, 2026 | 42 y | 4 | 3 |
| D•••• M•••• S•••• | S•••••• W••••• A••••••• L•• independent RIA | Pepper Pike, Oh | Apr 10, 2024 | 10 y | 3 | 2 |
| A••••• D•••• S•••• | S•••••• W••••• A••••••• L•• independent RIA | Dublin, Oh | Nov 1, 2018 | 16 y | 4 | 2 |
| V•••••• E••••• S••••••••• | S•••••• W••••• A••••••• L•• independent RIA | Cincinnati, Oh | Jun 7, 2023 | 15 y | 2 | 1 |
| H•••• A•••• S•••• Chartered Financial Consultant | S•••••• W••••• A••••••• L•• independent RIA | Pepper Pike, Oh | Apr 10, 2024 | 40 y | 2 | 2 |
| E••• R••• S••• | S•••••• W••••• A••••••• L•• independent RIA | Dublin, Oh | Nov 1, 2018 | 31 y | 3 | 2 |
| K••• E•••• S••••••• | S•••••• W••••• A••••••• L•• independent RIA | Westlake Village, Ca | Feb 3, 2025 | 12 y | 0 | 1 |
| J••••• N••••••• S•••••••• Certified Financial Planner | S•••••• W••••• A••••••• L•• independent RIA | Beachwood, Oh | May 17, 2023 | 20 y | 1 | 1 |
| R••••• M•••• T••••••••• Certified Financial Planner | S•••••• W••••• A••••••• L•• independent RIA | Mt Laurel Township, Nj | Oct 2, 2024 | 30 y | 3 | 2 |
| D•••• T•••••• Certified Financial Planner | S•••••• W••••• A••••••• L•• independent RIA | Pepper Pike, Oh | Dec 13, 2023 | 40 y | 5 | 2 |
| L•••• L•• T•••••• | S•••••• W••••• A••••••• L•• independent RIA | Pepper Pike, Oh | Dec 14, 2023 | 15 y | 4 | 1 |
| J••• S•••••• T••• | S•••••• W••••• A••••••• L•• independent RIA | Beachwood, Oh | Nov 13, 2017 | 32 y | 6 | 3 |
| P••••• B••••• V•••••• | S•••••• W••••• A••••••• L•• independent RIA | Metairie, La | Apr 2, 2018 | 14 y | 2 | 1 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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68 advisors match.