James
Cahn
Stratos Wealth Partners, LTD
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About this Advisor
James Cahn is a financial advisor based in Norwalk, Connecticut, working with Stratos Wealth Partners, LTD. James has previously held positions at Metropolitan Life Insurance Company, Metlife Securities Inc, Mml Investors Services, LLC, Stratos Wealth Partners, LTD, Lpl Financial LLC, and Massachusetts Mutual Life Insurance Company. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut, New Hampshire, and New York. Currently, James is part of Stratos Wealth Partners, LTD, which operates out of Norwalk, Connecticut. The firm has 101 offices and 562 employees. The firm manages assets totaling $12.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Stratos Wealth Partners, LTD includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Stratos Wealth Partners, LTD Brokerage Details
$12,533,266,805
562
37,396
$335,150
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
James Cahn Work History
Stratos Wealth Partners, LTD
Lpl Financial LLC
Mml Investors Services, LLC
Massachusetts Mutual Life Insurance Company
Metropolitan Life Insurance Company
Metlife Securities Inc
Disclosures
Please visit the SEC profile of James Cahn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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