Aaron Reed is a registered investment advisor at Stratos Wealth Advisors LLC, based in Cincinnati, OH, with 30 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Insurance Planning, and 2 more. Their firm serves 4,979 clients with $4.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stratos Wealth Advisors (SWA) offers investment management through advisor-managed accounts. You'll pay a management fee, plus transaction charges for each trade. There may be some investments, like certain mutual funds, where you won't pay transaction fees. The maximum annual advisory fee is 2.0% of your portfolio. In some cases, SWA may apply a flat fee to provide asset management services, but the maximum flat fee will be no more than 2.0% of the assets under management. A minimum account value of $10,000 is required for advisor-managed, non-wrap accounts; however, in certain instances, the minimum account size may be lower.
Location
10300 Alliance Road, Suite 100, Cincinnati, OH, 45242
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Regulatory History
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.
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Aaron works as an investment advisor and financial advisor for Retirement Corporation of America, dedicating nearly full-time hours to this role. He provides investment advice and planning services.
Employment History
Current Registrations
Stratos Wealth Advisors LLC
Previous Registrations
Wcm Investment Management
Imst Distributors, LLCBroker
Ceros Financial Services, INC.Broker
Vp Distributors LLCBroker
Rittenhouse Asset Management, INC.
Nuveen Investments, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Mfs Fund Distributors, INC.Broker
Nicholas-Applegate Securities (a California Limited Partnership)Broker
Scudder Investor Services, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.