Emily
Saffa

Stratos Wealth Partners, LTD

CRD#6258975
Investment Advisor
in San Diego, CA

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About this Advisor

Emily Saffa is a financial advisor who works in San Diego, California, with a total of 1 year of relevant experience. Saffa is on the advisory team at Stratos Wealth Partners, LTD. Throughout their career, they have worked at Wells Fargo Bank Na, Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Stratos Wealth Partners, LTD and Stratos Wealth Partners. LTD. Saffa has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in California and Texas. Stratos Wealth Partners, LTD is a financial advisory firm based out of Beachwood, OH. It has offices in 101 locations and a total of 525 employees. It controls $10 billion in assets across its 33,863 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides financial advice to 82 charitable organizations. Of its 33,863 client accounts, just 5% belong to high-net-worth clients who have greater than $1 million in investable assets. The company provides a diverse assortment of services, including 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. Fees charged by financial advisors vary depending on the financial services provided. Fees charged by Stratos Wealth Partners, LTD most likely consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

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 200
San Diego, CA 92130

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Stratos Wealth Partners, LTD Brokerage Details

Total Assets Under Management

$10,316,254,814

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

525

CA Average: 34
Total Number of Accounts

33,863

CA Average: 1,972
Average Account Size

$304,647

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

Emily Saffa Work History

Emily has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Stratos Wealth Partners. LTD

2021 - 2022 (1 year)

Stratos Wealth Partners, LTD

2016 - 2021 (5 years)

Wells Fargo Clearing Services, LLC

2013 - 2016 (3 years)

Wells Fargo Advisors LLC

2008 - 2021 (13 years)

Wells Fargo Bank Na

*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.

Disclosures

Please visit the SEC profile of Emily Saffa 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 Partners, LTD

Michael Karder
Hudson, OH
Ashley Graham
Westlake, OH
Luis Camacho
Beachwood, OH
Jessica Lucius
Fostoria, OH
Terrence Mckelvey
Beverly Hills, CA
Elaine Gennawey
Irvine, CA
Matthew Oliver
Dalton, GA
Jesse Brady
Millis, MA

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 profile-compliance@smartasset.com.

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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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