Edward
Cole

Stratos Wealth Partners, LTD

CRD#5263726
Investment Advisor
in Metairie, LA

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About this Advisor

Edward Cole is a financial advisor based in Metairie, Louisiana, working with Stratos Wealth Partners, LTD. Edward has previously held positions at Capital One Investments, LLC, Capital One, N.A, Capital One Sharebuilder, Inc, Sharebuilder 401K, Lpl Financial LLC, Stratos Wealth Partners, and Capital One Investment Services Corporation. Edward has passed the Series 66 regulatory exam and is registered to provide services in Louisiana and Texas. Currently, Edward is part of Stratos Wealth Partners, LTD, which operates out of Metairie, Louisiana. 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

3223 8Th St. Suite 203
Metairie, LA 70002

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Stratos Wealth Partners, LTD Brokerage Details

Total Assets Under Management

$12,533,266,805

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

562

LA Average: 34
Total Number of Accounts

37,396

LA Average: 1,972
Average Account Size

$335,150

LA 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

Edward Cole Work History

2016 - Present (9 years)

Lpl Financial LLC

2016 - Present (9 years)

Stratos Wealth Partners

2015 - 2016 (1 year)

Capital One Sharebuilder, Inc

2015 - 2016 (1 year)

Sharebuilder 401K

2008 - 2016 (8 years)

Capital One Investment Services Corporation

2006 - 2015 (9 years)

Capital One Investments, LLC

2006 - 2015 (9 years)

Capital One, N.A

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Edward Cole 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
Matthew Traywick
Gallipolis, OH
Andrew Stall
Harvey, LA
Latisha Blanchard
Baton Rouge, LA
Frank Van Kirk
Gulfport, MS
Callen Schramm
Baton Rouge, LA
Marcia Ramos
Scottsdale, AZ

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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