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The Next Chapter For Your Business - Breakfast Workshop - Sarasota Nov 12

Wed, Nov 12

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Station 400 - Lakewood Ranch

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The Next Chapter For Your Business - Breakfast Workshop - Sarasota Nov 12
The Next Chapter For Your Business - Breakfast Workshop - Sarasota Nov 12

Time & Location

Nov 12, 2025, 8:00 AM – 9:30 AM EST

Station 400 - Lakewood Ranch, 8215 Lakewood Main St, Lakewood Ranch, FL 34202, USA

About the event

Why Attend?

Wealth Managers and Financial Advisors face a “perfect storm” of change—regulation, technology, platform consolidation, an aging advisor population and the complexity of practice valuation and monetization.

Join us for this exclusive, in-person educational and networking event.


  • Today’s M&A landscape and trends

  • Clarifying your “why” and “what”


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3750 Park East Drive - Beachwood, OH 44122

Office: (866) 553-9882 - Fax: (440) 505-5609​​​ - Info@stratoswp.com

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Check the background of your financial professional on FINRA's BrokerCheck.

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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 $13.7 billion in advisory assets, and advises through LPL Financial, over $9.7 billion in brokerage and third party managed assets for a total of $23.4 billion as of March 31, 2025.

 

Stratos Investment Management, LLC, an SEC Registered Investment Advisor, manages over $2.6 billion in advisory assets as of March 31, 2025.

 

Stratos Wealth Advisors, LLC, an SEC Registered Investment Advisor, manages over $3.5 billion in advisory assets and over $340 million in third party managed assets as of March 31, 2025.

 

Stratos Wealth Management DBA LPL Financial, an SEC Registered Investment Advisor, manages over $307 million in advisory assets, and advises through LPL Financial, over $672 million in brokerage and third party managed assets for a total of $979 million as of March 31, 2025.

 
 

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Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor and a separate entity from LPL Financial. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, ME, MD, MI, MN, MO, MS, MT, ND, NE, NH, NJ, NC, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV and WY

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