Joseph
Cardello

Stratos Wealth Advisors LLC

CRD#2492387
Investment Advisor
in Westport, CT

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About this Advisor

Joseph Cardello is a financial advisor based out of Westport, Connecticut who has 3 years of relevant experience. Cardello is an employee of Stratos Wealth Advisors LLC. Throughout their career, Cardello has worked at Clapboard Hill Private Wealth, Stratos Wealth Advisors, LLC, First New York Securities and Commonwealth Bank Australia. Cardello has a Series 65 license, designating them as an investment advisor representative, and can serve investors in Connecticut. Stratos Wealth Advisors LLC is a financial advisory business operating out of Beachwood, OH. It has offices in 27 locations and a total of 102 people on staff. It oversees $4 billion in assets between its 12,212 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 13 charitable organizations. Of its 12,212 accounts, just 12% are held by high-net-worth investors who have greater than $1 million in investable assets. Stratos Wealth Advisors LLC 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. Financial management fee schedules vary depending on the financial services offered. Fee types billed by Stratos Wealth Advisors LLC most likely consist of some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65

Years Registered*

3 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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

51 Riverside Avenue, First Floor
Westport, CT 06880

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Stratos Wealth Advisors LLC Brokerage Details

Total Assets Under Management

$3,549,414,846

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

102

CT Average: 34
Total Number of Accounts

12,212

CT Average: 1,972
Average Account Size

$290,650

CT 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

Joseph Cardello Work History

Joseph has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Stratos Wealth Advisors, LLC

2019 - 2020 (1 year)

Clapboard Hill Private Wealth

2019 - 2020 (1 year)

Stratos Wealth Advisors, LLC

2018 - 2019 (1 year)

First New York Securities

2012 - 2018 (6 years)

Commonwealth Bank Australia

*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 Joseph Cardello 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

Eric Biddle
Dublin, OH
Phillip Friedman
Beachwood, OH
Cassidy Schmidt
Pittsburgh, PA
Dennis Notchick
San Diego, CA
Eric Susi
Dublin, OH
Nathan Ferrante
Roseville, CA
Zachary Sell
Mars, PA
Louis Civitarese
Mars, PA

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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