Nathan
Ferrante

Stratos Wealth Advisors LLC

CRD#6215977
Investment Advisor
in Roseville, CA

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About this Advisor

Nathan Ferrante is a financial advisor operating in Roseville, California, with 1 year of industry experience. Ferrante works at Stratos Wealth Advisors LLC. Throughout their career, they have worked at Stratos Wealth Advisors, LLC, Newport Group, Ricks And Associates, Merrill Lynch, Grand Sierra Resort, Susumu'S Japanese Steakhouse, Centerpoint Community Church and University Of Nevada, Reno. Ferrante has a Series 65 license, certifying them as an investment advisor representative, and is able to serve investors in California and Texas. Stratos Wealth Advisors LLC is an advisory firm that has its headquarters in Beachwood, OH. The investment advisory business has offices in 27 locations and a total of 102 advisors. It manages $4 billion in assets among its 12,212 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides services to 13 charities and foundations. Of its 12,212 accounts, just 12% are held by high-net-worth individuals who have at least $1 million in assets. The business provides a number 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 for financial management usually vary depending on which service is provided. However, fees charged by Stratos Wealth Advisors LLC most likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

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

1540 Eureka Rd Suite 101
Roseville, CA 95661

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Stratos Wealth Advisors LLC Brokerage Details

Total Assets Under Management

$3,549,414,846

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

102

CA Average: 34
Total Number of Accounts

12,212

CA Average: 1,972
Average Account Size

$290,650

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

Nathan Ferrante Work History

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

2022 - Present (2 years)

Stratos Wealth Advisors, LLC

2019 - 2022 (3 years)

Stratos Wealth Advisors, LLC

2017 - 2019 (2 years)

Newport Group

2015 - 2017 (2 years)

Ricks And Associates

2015 - 2015 (< 1 year)

Merrill Lynch

2015 - 2015 (< 1 year)

Grand Sierra Resort

2014 - 2015 (1 year)

University Of Nevada, Reno

2013 - 2013 (< 1 year)

Merrill Lynch

2013 - 2014 (1 year)

Susumu'S Japanese Steakhouse

2012 - 2014 (2 years)

Centerpoint Community Church

*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 Nathan Ferrante 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

Phillip Friedman
Beachwood, OH
Eric Biddle
Dublin, OH
Dennis Notchick
San Diego, CA
Cassidy Schmidt
Pittsburgh, PA
Jarrett Felton
Rochester, NY
Michael Mccann
Howard Beach, NY
Joseph Cardello
Westport, CT
James Conley
Canton, OH

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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