Kevin
Dolph
Stratos Wealth Partners, LTD
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About this Advisor
Kevin Dolph is a financial advisor who works out of Garden City, New York, with 3 years of relevant experience. Dolph is an advisor for Stratos Wealth Partners, LTD. Throughout their career, they have worked at Massmutuallife Insurance, Mml Investors Services LLC, Lpl Financial LLC and Stratos Wealth Partners, LTD. Dolph has a Series 63 license, qualifying them as a securities representative, and is approved to operate in Ohio. Stratos Wealth Partners, LTD is a registered investment firm that has its headquarters in Beachwood, OH. The firm has offices in 101 locations and a total of 525 advisors. It has $10 billion in assets between its 33,863 client accounts, placing it among the largest firms in the United States by assets under management. The firm provides financial advice to 82 charities and foundations. Of its 33,863 customer accounts, just 5% are associated with high-net-worth clients who have greater than $1 million in investable assets. The company performs a broad array 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 fees vary depending on which services are offered. Fees billed by Stratos Wealth Partners, LTD most likely consist of some 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
Kevin Dolph Work History
Kevin has been registered as a financial advisor for 3 years.*
Lpl Financial LLC
Stratos Wealth Partners, LTD
Massmutuallife Insurance
Mml Investors Services 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 Kevin Dolph 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
Millis, MA
Irvine, CA
Metairie, LA
Conway, AR
Beverly Hills, CA
Westlake, OH
Fostoria, OH
Beachwood, OH
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