top of page

A destination that’s
waiting for you.

Michael O’Brien
Managing Partner & 
National Director of Sales

​

Garden CIty, NY
P: 917-426-4643
E: mobrien@stratoswp.com 
W: www.stratoswealth.com

Mike is Managing Partner and Director of National Sales at Stratos Wealth Partners, an independent, partner-run wealth and financial management firm. In this enterprise leadership role, he is responsible for shaping and executing the firm’s national growth strategy, working in close partnership with Field Leadership to drive organic expansion and strategic acquisitions across the platform.

 

Mike leads the development, recruitment, and scaling of high-performing advisory teams throughout the country, aligning advisor growth with the firm’s long-term vision, culture, and partner objectives. His mandate extends beyond sales leadership to enterprise value creation—integrating talent strategy, market expansion, and M&A execution to strengthen Stratos’ competitive position and future leadership capacity.

 

With more than 25 years of experience in financial services, Mike has built and led field sales and distribution organizations at scale, demonstrating a consistent record of driving growth, building teams, and developing next-generation leaders. He began his career as a Financial Services Representative with Dreyfus Corporation and has progressed through increasingly senior leadership roles that blend strategy, operations, and organizational development.

 

Mike earned his degree from Fordham University in New York, is an Investment Advisory Representative with Stratos, and holds FINRA registrations through LPL Financial. He resides in Garden City, New York, and outside of work enjoys time with his family (including “Chase” the Bernedoodle), as well as skiing, cycling, and golfing.

Stratos Only Logo - White Text - Solid O

3750 Park East Drive - Beachwood, OH 44122

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

  • LinkedIn - Grey Circle
  • Facebook

Form CRS

​

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

​

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.

​

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

​

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.

 
 

​

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

​

Privacy Policy

bottom of page