Stratos Wealth Partners Reviews | Glassdoor

Stratos Wealth Partners Reviews

Updated Dec 4, 2018

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Found 4 reviews

4.0
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  1. "great experience at stratos"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Former Employee - Intern in Beachwood, OH
    Recommends
    Positive Outlook

    I worked at Stratos Wealth Partners for less than a year

    Pros

    great company culture. they care about all their workers and i learned alot

    Cons

    i wouldnt say there were any downsides to working here

    Stratos Wealth Partners2018-12-04
  2. "Wealth Advisor"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Senior Management
    Current Employee - Anonymous Employee in Beachwood, OH
    Recommends
    Positive Outlook

    I have been working at Stratos Wealth Partners for more than 3 years

    Pros

    Excellent atmosphere with really friendly people who are focused on success and sharing ideas. There are advisors from all over the country who can provide answers when a new issue arises that we may never have dealt with before. A great compliance team to keep us on the ball so we don't have to worry about not knowing the latest changes in the laws and regulations. Advisors are contractors and you own your own business....

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    Cons

    As a Wealth Advisor you must hire your own staff, pay and provide benefits and office equipment, but you can also find other advisors willing to share a part time relationship for administrative assistance.

    Stratos Wealth Partners2017-05-12
  3. Helpful (1)

    "Great place if you are looking to be an independent advisor"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Financial Advisor 
    Recommends
    Positive Outlook

    I have been working at Stratos Wealth Partners for more than a year

    Pros

    Independent financial advisor thru the Stratos IAR platform. From what I can tell the pay outs are low, and the CEO will make time for you if you need him. Compliance is fair and helpful. I've had a favorable experience with Stratos and would recommend it to others.

    Cons

    The do have their own funds you can sell, but in many ways you are on your own in deciding the right investments for your clients. And honestly that just barely qualifies as a con, but if you are an advisor who is use to being fed investment ideas, you could find difficulty being independent.

    Advice to Management

    I have a favorable opinion of management and would suggest that you continue to do what you've been doing.

    Stratos Wealth Partners2016-08-02
  4. "great company"

    StarStarStarStarStar
      Former Employee - Anonymous Employee 

      I worked at Stratos Wealth Partners full-time

      Pros

      great company to work for

      Cons

      I really have no cons

      Stratos Wealth Partners2016-06-07
    Found 4 reviews