Matthias
Day
Stratos Wealth Partners, LTD
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About this Advisor
Matthias Day is a financial advisor working in San Diego, California with 1 year of industry experience. Day works at Stratos Wealth Partners, LTD. Over the course of their career, they have held roles at Hall Private Wealth Advisors, College Fresh, The Home Depot, Sky Ranch Christian Camp, The Pillbox Bar And Tavern, The University Of Oklahoma, Santa Fe Christian Schools and Stratos Wealth Partners LTD. Day holds a Series 65 license, designating them as an investment advisor representative, and is approved to serve investors in California and Texas. Stratos Wealth Partners, LTD is a company that has its headquarters in Beachwood, OH. The firm has offices in 101 locations and a total of 525 advisors. It handles $10 billion in total assets between its 33,863 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 82 charities and foundations. Of its 33,863 client accounts, just 5% are associated with high-net-worth clients who have more than $1 million in assets. The advisory firm 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. A financial advisor's fee schedules usually are based on which services the firm provides the client. However, fees billed by Stratos Wealth Partners, LTD most likely consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stratos Wealth Partners, LTD Brokerage Details
$10,316,254,814
525
33,863
$304,647
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
Matthias Day Work History
Matthias has been registered as a financial advisor for 1 years.*
Stratos Wealth Partners LTD
Hall Private Wealth Advisors
The Home Depot
College Fresh
Sky Ranch Christian Camp
The Pillbox Bar And Tavern
The University Of Oklahoma
Santa Fe Christian Schools
*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 Matthias Day 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
Millis, MA
Irvine, CA
Westlake, OH
Conway, AR
Fostoria, OH
Hudson, OH
Beachwood, OH
Angola, IN
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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