Stratos Wealth Advisors LLC

Investment Advisor
in San Diego, CA

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About this Advisor

Dennis Notchick is a certified financial planner who works in San Diego, California, with a total of 4 years of relevant experience. Notchick works at Stratos Wealth Advisors LLC. Their career trajectory has included roles at Altegris Investments Inc, Clearsight Financial, Global Financial Private Capital, LLC, Safeguard Investment Advisory Group, LLC, Mariner Wealth Advisors and Stratos Wealth Advisors, LLC. Notchick maintains a Series 63 license, qualifying them as a securities agent, and is approved to operate in California and Texas. Stratos Wealth Advisors LLC is a financial advisory business that has its headquarters in Beachwood, OH. The investment advisory business has offices in 27 locations and a total of 102 financial advisors. It handles $4 billion in total assets across its 12,212 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides financial advice to 13 charitable organizations. Of its 12,212 customer accounts, just 12% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The business offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fees depend on which service is offered. However, fees billed by Stratos Wealth Advisors LLC most likely consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations


Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

12348 High Bluff Drive Suite 240
San Diego, CA 92130

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Stratos Wealth Advisors LLC Brokerage Details

Total Assets Under Management


CA Average: $2,106,341,625
Total Number of Employees


CA Average: 34
Total Number of Accounts


CA Average: 1,972
Average Account Size


CA Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Dennis Notchick Work History

Dennis has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Stratos Wealth Advisors, LLC

2018 - 2019 (1 year)

Mariner Wealth Advisors

2015 - 2015 (< 1 year)

Global Financial Private Capital, LLC

2015 - 2018 (3 years)

Safeguard Investment Advisory Group, LLC

2014 - 2015 (1 year)

Clearsight Financial

2013 - 2014 (1 year)

Altegris Investments Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Dennis Notchick to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Stratos Wealth Advisors LLC

Dennis Notchick
San Diego, CA
Phillip Friedman
Beachwood, OH
Eric Biddle
Dublin, OH
Cassidy Schmidt
Pittsburgh, PA
Brian Merrick
Cincinnati, OH
Michael Mccann
Howard Beach, NY
Pierre Villere
Metairie, LA
Jarrett Felton
Rochester, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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