Kevin
Dufault
Stratos Wealth Advisors LLC
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About this Advisor
Kevin Dufault is a financial advisor based in Rockland, Massachusetts, working with Stratos Wealth Advisors LLC. Kevin has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America N.A, and Stratos Wealth Advisors, LLC. Kevin has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts and Texas. Currently, Kevin is part of Stratos Wealth Advisors LLC, which operates out of Rockland, Massachusetts. The firm has 31 offices and 99 employees. The firm manages assets totaling $4.2 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 Advisors LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Stratos Wealth Advisors LLC Brokerage Details
$4,214,850,042
99
12,529
$336,408
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
Kevin Dufault Work History
Stratos Wealth Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America N.A
Disclosures
Please visit the SEC profile of Kevin Dufault 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 Advisors LLC
Rochester, NY
Rockland, MA
Northbrook, IL
Dublin, OH
Myrtle Beach, SC
San Diego, CA
Beachwood, OH
Livingston, NJ
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