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They include 20,685 other individuals, 4,159 high-net-worth individuals and 315 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 1 October 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Stratos Wealth Partners offer?","answer":"Stratos Wealth Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Stratos Wealth Partners use?","answer":"Stratos Wealth Partners’ separately managed account assets are held at LPL Financial LLC (Boston, MA), with $12,890,188,034 and Fidelity Brokerage Services LLC (Boston, MA), with $3,972,441,807. 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 Partners have?","answer":"Stratos Wealth Partners has 352 investment adviser representatives registered with state securities authorities, out of 618 employees, and 352 perform investment advisory functions. 340 are registered representatives of a broker-dealer and 308 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 Partners invest in?","answer":"At the end of its last fiscal year, Stratos Wealth Partners’ separately managed accounts held 63% registered funds (mutual funds, ETFs, BDCs), 24% exchange-traded equities, 7% cash and equivalents, 2% state and local bonds, 2% investment grade corporate bonds, 1% U.S. government and agency bonds and 1% pooled vehicles (private funds and similar). 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