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Preparing Yourself and Your Business for Practice Acquisitions - Saratoga Springs

Fri, Aug 15

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Saratoga National Golf Club

Preparing Yourself and Your Business for Practice Acquisitions - Saratoga Springs
Preparing Yourself and Your Business for Practice Acquisitions - Saratoga Springs

Time & Location

Aug 15, 2025, 12:00 PM – 2:00 PM EDT

Saratoga National Golf Club, 458 Union Ave, Saratoga Springs, NY 12866, USA

About the event

The coming opportunity for Wealth Managers and Financial Advisors is tremendous. The disruptive forces of constant regulatory change, technology adoption, platform mergers, and the aging Advisor population have created a "perfect storm" for growth-minded Advisors considering acquisition as a key strategy. Please join us for an upcoming educational and networking event.


We will be sharing ideas on "Preparing Yourself and Your Business for Practice Acquisitions."

During this in-person session, we will be covering:

- Understanding Today's M&A Landscape

- Gaining Clarity on Your "Why" and "What"

- Determining if your Practice is "Acquisition-Ready"


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3750 Park East Drive - Beachwood, OH 44122

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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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