Daryl Marsden is a registered investment advisor at Stratos Wealth Advisors LLC, based in Rockland, MA, with 2 years of industry experience. Daryl 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
1050 Hingham Street, Rockland, MA, 02370
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daryl works as a Client Service Manager for Veritas Boston Wealth Management, an RIA DBA providing investment advisory and financial planning services. This role takes nearly all of Daryl's time, including nearly full-time hours during securities trading hours.
Employment History
Current Registrations
Stratos Wealth Advisors LLC
State Registrations1 state
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