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Marni Angus

Office of Supervision Jurisdiction; Non-Member at Stratos Wealth Partners

Investment adviser and broker registrationsSEC record checked 18 October 2026

19
Years in the industry
0
Years at the firm
7
Adviser firms
2
State registrations

IAPD record retrieved 18 October 2026SEC record

Marni Angus is Office of Supervision Jurisdiction; Non-Member of Stratos Wealth Partners, LTD, a Beachwood investment adviser managing $18.6B. Marni Angus has been registered through Stratos Wealth Partners since 13 March 2026, has 19 years in the industry across 7 firms and has passed 6 licensing exams.

Role at Stratos Wealth Partners

Title on Schedule A
Office of Supervision Jurisdiction; Non-Member
Control
Marni Angus is not a control person of Stratos Wealth Partners.
Ownership
An individual ownership band is not available in the source record.
Tenure
Marni Angus has held the filed role since March 2026.

The firm

Stratos Wealth Partners, LTD
Beachwood, OH

Form ADV filed 1 October 2026

$18.6B AUM25,391 clients352 advisers26 offices

Career on record

Marni Angus has been registered through Stratos Wealth Partners since March 2026, and before that through Morgan Stanley, LPL Financial LLC, Bmo Harris Financial Advisors, Inc, M&i Financial Advisors, Inc. and M&i Investment Management Corp..

Firms and exams, newest first
  1. Stratos Wealth Partners, LtdCurrent
    – present · 1 year
    , · Adviser representative · Firm CRD 153184
  2. Stratos Wealth Advisors LLCCurrent
    – present · 1 year
    , · Adviser representative · Firm CRD 283816
  3. LPL Financial LLCCurrent
    – present · 1 year
    McFarland, WI · Adviser representative and broker · Firm CRD 6413
  4. Morgan Stanley
    – · 1 year
    Middleton, WI · Adviser representative · Firm CRD 149777
  5. Passed SIE · 2018
  6. Passed Series 9 and Series 10 · 2017
  7. LPL Financial LLC
    – · 10 years
    Mcfarland, WI · Adviser representative · Firm CRD 6413
  8. Passed Series 24 · 2012
  9. Bmo Harris Financial Advisors, Inc
    – · 3 years
    Milwaukee, WI · Adviser representative · Firm CRD 137115
  10. M&i Financial Advisors, Inc.
    – · under a year
    Milwaukee, WI · Adviser representative · Firm CRD 16517
  11. M&i Investment Management Corp.
    – · 2 years
    Milwaukee, WI · Adviser representative · Firm CRD 109802
  12. M&i Financial Advisors, Inc.
    – · 3 years
    Milwaukee, WI · Adviser representative · Firm CRD 16517
  13. Passed Series 7 and Series 66 · 2007

Registrations and exams

Marni Angus has a current investment-adviser registration in Ohio and Wisconsin and has passed 6 qualifying exams.

Ohio13 March 2026
Scope
Investment adviser representative
Status
Approved
Wisconsin13 March 2026
Scope
Investment adviser representative
Status
Approved

Examinations

Series 6631 July 2007
Name
Uniform Combined State Law Examination
Series 1027 July 2017
Name
General Securities Sales Supervisor - General Module Examination
Series 921 April 2017
Name
General Securities Sales Supervisor - Options Module Examination
Series 2421 September 2012
Name
General Securities Principal Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 714 March 2007
Name
General Securities Representative Examination

Individual record

Full name
Marni Kristine Angus
CRD
5183884
Firm
Stratos Wealth Partners, LTD
Registration status
Investment adviser and broker registrations
Firm bio
stratoswealthpartners.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Stratos lists Marni Angus as director of supervision. Official firm biography

Common questions

Where does Marni Angus work?

Marni Angus has been Office of Supervision Jurisdiction; Non-Member of Stratos Wealth Partners, LTD since March 2026.

Source: Form ADV, Schedule A, filed 1 October 2026

Is Marni Angus a financial advisor?

Yes. Marni Angus has a current investment-adviser registration in Ohio and Wisconsin, through Stratos Wealth Partners since March 2026, as of 18 October 2026.

Source: IAPD individual record, checked 18 October 2026

How many years of experience does Marni Angus have?

Marni Angus has worked in the financial industry for 19 years as of 18 October 2026, counted from 7 April 2007, across 7 adviser firms.

Source: IAPD individual record, checked 18 October 2026

What exams has Marni Angus passed?

Marni Angus has passed 6 licensing exams: the Series 7, Series 66, Series 24, Series 9, Series 10 and SIE. The earliest, the Series 7, was passed in March 2007.

Source: IAPD individual record, checked 18 October 2026

Where did Marni Angus work before Stratos Wealth Partners?

Before Stratos Wealth Partners, Marni Angus was registered through Morgan Stanley, December 2024 to February 2026; LPL Financial LLC, March 2015 to November 2024; Bmo Harris Financial Advisors, Inc, July 2012 to March 2015; M&i Financial Advisors, Inc., April 2012 to August 2012; M&i Investment Management Corp., April 2010 to April 2012; M&i Financial Advisors, Inc., August 2007 to March 2010.

Source: IAPD individual record, checked 18 October 2026

Leadership at Stratos Wealth Partners

  • Jeffrey Concepcion
    Chief Executive Officer, Manager
  • Nancy Andrefsky
    Chief Financial Officer, Non-Member
  • Charis Jones
    Chief Operating Officer, Non-Member
  • Savanna Steed
    Chief Compliance Officer, Non-Member
  • David Albin
    Supervisory Principal/Non-Member
  • Eric Beahn
    Director of Advisory Compensation, Non-Member
  • Douglas Burns
    Director, Non-Member
  • Megan Heaton
    Senior Supervisory Principal; Non-Member
  • Kathryn Louttit
    Chief Risk Officer
  • Jon Pawlowski
    Director of Regulatory Compliance, Non-Member
  • Ryan Thibault
    Investment Supervisory Principal/Non-Member

Sources

  1. IAPD individual record, CRD 5183884. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Stratos Wealth Partners, LTD, filed 1 October 2026. Title, control and ownership bands.
  3. Stratos Wealth Partners team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

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This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Marni Angus or Stratos Wealth Partners, LTD and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.