Thomas
Strohl

Stratos Wealth Partners, LTD

CRD#1473911
Investment Advisor
in San Diego, CA
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About this Advisor

Thomas Strohl is a certified financial planner working out of San Diego, California, who has been in the industry for 10 years. Strohl is currently employed by Stratos Wealth Partners, LTD. During their career, Strohl has held roles at Wachovia Securities, LLC, Wells Fargo Advisors LLC, Lpl Financial and Stratos Wealth Partners. Strohl has a Series 63 license, certifying them as a securities agent, and can work in California, Texas and Louisiana. Stratos Wealth Partners, LTD is a business that has its headquarters in San Diego, California. The company has offices in 88 locations and a total of 479 employees. It administers $6 billion in assets among its 19,966 accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 52 charities and foundations. Of its 19,966 accounts, just 6% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm offers a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees largely vary depending on the type of financial services provided. However, fees charged by Stratos Wealth Partners, LTD can include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

10 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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

12340 El Camino Real #300
San Diego, CA 92130

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Stratos Wealth Partners, LTD Brokerage Details

Total Assets Under Management

$5,443,576,293

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

481

CA Average: 34
Total Number of Accounts

21,245

CA Average: 1,972
Average Account Size

$256,229

CA Average: $1,068,125

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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

Thomas Strohl Work History

Thomas has 10 years of experience.

2013 - Present (6 years)

Lpl Financial

2013 - Present (6 years)

Stratos Wealth Partners

2009 - 2013 (4 years)

Wells Fargo Advisors LLC

2008 - 2009 (1 years)

Wachovia Securities, LLC

2008 - 2009 (1 years)

Wachovia Securities, LLC

Disclosures

Thomas Strohl has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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