top of page

The Stratos Story

Jeffrey Concepcion, Founder and CEO, launched Stratos Wealth Partners in November of 2008 to fulfill a growing need among experienced, sophisticated advisors and their accomplished clients. Jeff, like many others, had become increasingly dissatisfied with existing brokerage models that made it more and more difficult for advisors to place their clients’ interests first.

 

Stratos Wealth Partners provides advisors and their clients with a distinctly different wealth management experience. One that effectively elevates all aspects of the financial and investment management experience for clients seeking more personalized concierge level service and innovative thought leadership. Stratos' advisors provide access to a wide range of financial products and strategies available in the marketplace today without the restrictions and objectives commonly found in most large brokerage firms and investment banks.

 

Stratos provides advisors the infrastructure, resources, and support necessary to allow financial advisors to focus on their core competency—advising their clients. And that, in turn, allows their clients to focus more time and energy on their own passions in life.

 

Today, Stratos has a national network of distinguished, experienced financial advisors and financial planning practitioners spread throughout the country, all powered by LPL Financial, member FINRA/SIPC.

 

Stratos Wealth Partners Logo - Orange Su

25201 Chagrin Boulevard, Suite 375 - Beachwood, OH 44122

Office: (440) 505-5627 - Fax: (440) 505-5717​​​ - email: dpuruczky@stratoswp.com

  • LinkedIn - Grey Circle
  • Facebook
  • Twitter

FORM CRS

 

Financial Form CRS

​

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

​

Securities offered through LPL Financial, member FINRA/SIPC. 

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

​

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