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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 October 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Stratos Wealth Advisors have?","answer":"Stratos Wealth Advisors has 67 investment adviser representatives registered with state securities authorities, out of 170 employees, and 67 perform investment advisory functions. 23 employees are registered representatives of a broker-dealer and 17 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Stratos Wealth Advisors invest in?","answer":"At the end of its last fiscal year, Stratos Wealth Advisors’ separately managed accounts held 71% registered funds (mutual funds, ETFs, BDCs), 19% exchange-traded equities, 5% cash and equivalents, 2% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds and 1% pooled vehicles (private funds and similar).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Stratos Wealth Advisors have a minimum investment?","answer":"Yes, Stratos Wealth Advisors’ minimum account size for its Advisor-Managed Non-Wrap Accounts is $10K.","source":"SWA PART 2A FIRM BROCHURE 10.2026, filed 14 October 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Stratos Wealth Advisors?","answer":"Stratos Wealth Advisors is owned through a chain of holding companies by Jeffrey Concepcion and SEI Investments Company. 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