Michael
Lewis
Stratos Wealth Partners, LTD
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About this Advisor
Michael Lewis is a financial advisor working out of Darien, Connecticut. Lewis currently works for Stratos Wealth Partners, LTD. During their career, Lewis has held roles at United Health Care, Foresters Financial Services, Keybank, Key Investment Services LLC, Cetera Investment Services LLC, Cetera Investment Advisers LLC and Lpl Financial LLC. Lewis maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Connecticut and Texas. Stratos Wealth Partners, LTD is an advisory company that has its headquarters in Beachwood, OH. It has offices in 101 locations and a total of 525 advisors. It handles $10 billion in total assets among its 33,863 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 82 charitable organizations. Of its 33,863 client accounts, just 5% belong to high-net-worth individuals who have greater than $1 million in investable assets. The firm provides a broad assortment 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. Fees for financial advice are based on which services are provided. Fees charged by Stratos Wealth Partners, LTD most likely are comprised 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 Partners, LTD Brokerage Details
$10,316,254,814
525
33,863
$304,647
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
Michael Lewis Work History
Michael has been registered as a financial advisor for 0 years.*
Lpl Financial LLC
Cetera Investment Services LLC
Cetera Investment Advisers LLC
Keybank
Key Investment Services LLC
Foresters Financial Services
Foresters Financial Services
Foresters Financial Services
United Health Care
*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 Michael Lewis 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 Partners, LTD
Beverly Hills, CA
Conway, AR
Beachwood, OH
Hudson, OH
Irvine, CA
Westlake, OH
Millis, MA
Angola, IN
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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