Areas of Practice
Retirement PlanningFinancial Planning & CoachingEducation PlanningEstate PlanningTax PlanningInsurance PlanningBusiness Owners
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
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Location

1650 Market Street, 36th Floor, Philadelphia, PA, 19103

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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.

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Other Business Activities

Andrew works as an Operations Manager for Emeritus Wealth Partners, a Registered Investment Advisor, providing investment advisory and financial planning services. This role takes nearly full-time hours.

Employment History
Current Registrations
Stratos Wealth Advisors LLC
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Advice and Planning Services
July 2013 - November 2020 · 7 yrs 4 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
June 2011 - November 2020 · 9 yrs 5 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.