Career
Nancy Andrefsky has been Chief Financial Officer, Non-Member of Stratos Wealth Partners since October 2008. Nancy Andrefsky is a control person of the firm and directly owns under 5% of it. Nancy Andrefsky holds a Bachelor of Arts in major in Accounting from Franklin & Marshall College.
Stratos Wealth Partners, LTD is a Beachwood, OH firm with $18.6B under management, 25,391 clients and 352 advisers across 171 offices, as of its October 2026 filing.
Nancy Andrefsky is Chief Financial Officer of Stratos Wealth Partners and has been with the firm since its inception. Earlier, she worked as an independent auditor at Ernst & Young and as a controller at Bell Atlantic.
- Stratos Wealth Partners, LtdCurrent– present · 10 yearsBeachwood, OH · Adviser representative · Firm CRD 153184
Credentials and registrations
Professional designations
Listed by Stratos Wealth Partners and the sources below
- CPA certification (inactive)
Investment adviser representative registrations
| State | Status | Since |
|---|---|---|
| Ohio | Approved | 3 May 2016 |
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 10 August 2012 |
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
Individual record
- Full name
- Nancy Eileen Andrefsky
- CRD
- 5626963
- Office
- 3750 PARK EAST DR, STE 200, Beachwood, OH 44122
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Nancy Andrefsky work?
Nancy Andrefsky has been Chief Financial Officer, Non-Member of Stratos Wealth Partners, LTD since October 2008, and is a control person of the firm.
Is Nancy Andrefsky a financial advisor?
Yes. Nancy Andrefsky has a current investment-adviser registration in Ohio, through Stratos Wealth Partners since May 2016.
How many years of experience does Nancy Andrefsky have?
Nancy Andrefsky has 14 years in the financial industry, since August 2012, across 1 adviser firm.
What exams has Nancy Andrefsky passed?
Nancy Andrefsky passed the Series 6 in August 2012. FINRA credited Nancy Andrefsky with the SIE, which began in October 2018.
Where is Nancy Andrefsky based?
Nancy Andrefsky’s registered office is in Beachwood, OH.
Leadership at Stratos Wealth Partners
- Jeffrey ConcepcionChief Executive Officer, Manager
- Charis JonesChief Operating Officer, Non-Member
- Savanna SteedChief Compliance Officer, Non-Member
- David AlbinSupervisory Principal/Non-Member
- Marni AngusOffice of Supervision Jurisdiction; Non-Member
- Eric BeahnDirector of Advisory Compensation, Non-Member
- Douglas BurnsDirector, Non-Member
- Megan HeatonSenior Supervisory Principal; Non-Member
- Kathryn LouttitChief Risk Officer
- Jon PawlowskiDirector of Regulatory Compliance, Non-Member
- Ryan ThibaultInvestment Supervisory Principal/Non-Member