Clay
Kearney
Stratos Wealth Partners, LTD
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About this Advisor
Clay Kearney is a financial advisor working out of Metairie, Louisiana who has 8 years of relevant experience. Kearney is on the advisory team at Stratos Wealth Partners, LTD. The advisor has gained experience at Capital One Investments, L.L.C, Capital One, N.A, Capital One Investment Services Corporation, Capital One Sharebuilder, Inc, Sharebuilder 401K, Lpl Financial, LLC and Stratos Wealth Partners. Kearney holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and is registered to operate in Louisiana and Texas. Stratos Wealth Partners, LTD is a financial advisory business based in Beachwood, OH. The firm has offices in 101 locations and a total of 525 people on staff. It controls $10 billion in assets among its 33,863 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides financial advice to 82 charities and foundations. Of its 33,863 client accounts, just 5% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Stratos Wealth Partners, LTD performs a number of services, including 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. A financial advisor's fee schedules largely are based on the type of services. However, fee types charged by Stratos Wealth Partners, LTD most likely are comprised of any combination 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
Clay Kearney Work History
Clay has been registered as a financial advisor for 8 years.*
Lpl Financial, LLC
Stratos Wealth Partners
Capital One Sharebuilder, Inc
Sharebuilder 401K
Capital One Investment Services Corporation
Capital One Investments, L.L.C
Capital One, N.A
*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 Clay Kearney 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
Angola, IN
Metairie, LA
Beverly Hills, CA
Millis, MA
Irvine, CA
Beachwood, OH
Fostoria, OH
Hudson, OH
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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