Peter
Robinson

Stratos Wealth Partners, LTD

CRD#7267981
Investment Advisor
in Covington, KY

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About this Advisor

Peter Robinson is a financial advisor based in Covington, Kentucky, working with Stratos Wealth Partners, LTD. Peter has previously held positions at Avantax Investment Services, Inc, Avantax Advisory Services, Cincinnati Gardens, Ben Company, Ray Meyer Sign Company, Freedom Baseball Club, LLC, Concentric Wealth Management, and Stratos Wealth Partners, LTD. Peter has passed the Series 66 regulatory exam and is registered to provide services in Indiana, Kentucky, and Ohio. Currently, Peter is part of Stratos Wealth Partners, LTD, which operates out of Covington, Kentucky. 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

Series 66

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

810 Wright'S Summit Parkway Suite 300
Covington, KY 41011

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Stratos Wealth Partners, LTD Brokerage Details

Total Assets Under Management

$12,533,266,805

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

562

KY Average: 34
Total Number of Accounts

37,396

KY Average: 1,972
Average Account Size

$335,150

KY 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

Peter Robinson Work History

2023 - Present (1 year)

Stratos Wealth Partners, LTD

2019 - Present (5 years)

Freedom Baseball Club, LLC

1990 - Present (34 years)

Ben Company

2020 - 2023 (3 years)

Avantax Investment Services, Inc

2020 - 2023 (3 years)

Avantax Advisory Services

2020 - 2023 (3 years)

Concentric Wealth Management

2019 - 2020 (1 year)

Ray Meyer Sign Company

1990 - 2016 (26 years)

Cincinnati Gardens

Disclosures

Please visit the SEC profile of Peter Robinson 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

Noah Wiggins
Norfolk, VA
Mark Ambrose
Bradford Woods, PA
Heather Schramm
Baton Rouge, LA
Tonette Echols
Scottsdale, AZ
Frank Van Kirk
Gulfport, MS
Ashley Graham
Westlake, OH
Michael Dibartolomeo
Sewickley, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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