David Taucher

CFP

21 Years of Experience

Areas of Practice

Retirement PlanningFinancial Planning & CoachingEducation PlanningEstate PlanningTax PlanningInsurance PlanningBusiness Owners

Stratos Wealth Advisors LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

71 advisors

Number of Clients

4,979 clients

Average Client Portfolio

$985K average

Assets Under Management

$4.9B

Fee Structure

Minimum Investment:$10K

Location

29525 Chagrin Blvd., Suite 305, Pepper Pike, OH, 44122

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

David operates as a Registered Investment Advisor under the DBA Pistone Wealth Advisors. This activity is investment-related.

Employment History

Current Registrations

Stratos Wealth Advisors LLC

December 2023 - Present · 2 yrs 2 mos

Previous Registrations

Beacon Financial Advisory LLC

April 2020 - December 2023 · 3 yrs 8 mos

Dakota Wealth, LLC

July 2019 - December 2019 · 5 mos

Springside Partners LLC

April 2019 - November 2019 · 7 mos

Sequoia Financial Advisors, L.L.C.

October 2016 - April 2019 · 2 yrs 6 mos

Rav Financial

May 2004 - October 2016 · 12 yrs 5 mos

State Registrations2 states

OHTX

Advisor

Exams

No exam information available for this advisor.