Colin
Berthaut
Stratos Wealth Partners, LTD
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About this Advisor
Colin Berthaut is a financial advisor based in Metairie, Louisiana. Berthaut works at Stratos Wealth Partners, LTD. Throughout their career, Berthaut has worked at Pruco Securities, LLC, Investacorp, Inc, Highland Capital Brokerage, Securities America, Inc, Lpl Financial LLC and Stratos Wealth Partners, LTD. Berthaut maintains Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Louisiana and Texas. Stratos Wealth Partners, LTD is a company operating out of Beachwood, OH. The investment advisory business has offices in 101 locations and a total of 525 employees. It has $10 billion in assets among its 33,863 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 82 charities and foundations. Of its 33,863 client accounts, just 5% belong to high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm 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. A financial advisor's fee schedules typically depend on which services the firm provides the client. Fees billed by Stratos Wealth Partners, LTD most likely include 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
Colin Berthaut Work History
Colin has been registered as a financial advisor for 0 years.*
Stratos Wealth Partners, LTD
Lpl Financial LLC
Securities America, Inc
Investacorp, Inc
Highland Capital Brokerage
Pruco Securities, LLC
*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 Colin Berthaut 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
Hudson, OH
Dalton, GA
Metairie, LA
Beverly Hills, CA
Millis, MA
Irvine, CA
Westlake, OH
Conway, AR
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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