Joseph
Cardello
Stratos Wealth Advisors LLC
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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
Years Registered*
Services Offered
Fee Structure
Office Location
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Stratos Wealth Advisors LLC Brokerage Details
$3,549,414,846
102
12,212
$290,650
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.*
Stratos Wealth Advisors, LLC
Clapboard Hill Private Wealth
Stratos Wealth Advisors, LLC
First New York Securities
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
Beachwood, OH
Dublin, OH
San Diego, CA
Pittsburgh, PA
Roseville, CA
Mars, PA
Metairie, LA
Howard Beach, NY
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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