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Custom Indexing Luncheon - June 6

Thu, Jun 06

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Pinstripes

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Custom Indexing Luncheon - June 6
Custom Indexing Luncheon - June 6

Time & Location

Jun 06, 2024, 11:30 AM – 2:00 PM

Pinstripes, 111 Park Ave suite 105, Beachwood, OH 44122, USA

About the event

Agenda:

  • Practice Management & Consulting: Head of PM&C, Brian Bunker, CIMA, CMFC, MBA
  • Custom Indexing: SIM Portfolio Manager, Travis Smythe, CFA®, CIPM & Head of Orion Custom Indexing, Andrew Rosenberger, CFA®
  • Stratos Update: Chief Operating Officer, Phil Nuttall

*Lunch will be served

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Stratos Wealth Holdings is a family of companies focused on supporting the growth of financial advisors across business models and affiliation structures. Stratos companies include registered investment advisors Stratos Wealth Partners, Stratos Wealth Advisors, and Stratos Investment Management.

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Stratos Wealth Enterprises is the acquisition division of Stratos Wealth Holdings. 

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Stratos Wealth Partners, Ltd., an SEC Registered Investment Advisor, manages over $12.8 billion in advisory assets, and advises through LPL Financial, over $9.8 billion in brokerage and third party managed assets for a total of $22.6 billion as of June 30, 2024.

 

Stratos Investment Management, LLC, an SEC Registered Investment Advisor, manages over $1.8 billion in advisory assets as of June 30, 2024.

 

Stratos Wealth Advisors, LLC, an SEC Registered Investment Advisor, manages over $3.6 billion in advisory assets and over $303 million in third party managed assets as of June 30, 2024. 

 

Stratos Wealth Management DBA LPL Financial, an SEC Registered Investment Advisor, manages over $254 million in advisory assets, and advises through LPL Financial, over $529 million in brokerage and third party managed assets for a total of $783 million as of June 30, 2024.

 
 

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