Sue
Donovan
Stratos Wealth Partners, LTD
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About this Advisor
Sue Donovan is a financial advisor based in Clifton Park, New York, working with Stratos Wealth Partners, LTD. Sue has previously held positions at Cetera Financial Specialists LLC, Cetera Investment Advisers LLC, Holistic Wealth Advisors, LLC, Lpl Financial LLC, and Stratos Wealth Partners, LTD. Sue has passed the Series 63 regulatory exam and is registered to provide services in New York and Ohio. Currently, Sue is part of Stratos Wealth Partners, LTD, which operates out of Clifton Park, New York. 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
Services Offered
Fee Structure
Office Location
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Stratos Wealth Partners, LTD Brokerage Details
$12,533,266,805
562
37,396
$335,150
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
Sue Donovan Work History
Lpl Financial LLC
Stratos Wealth Partners, LTD
Holistic Wealth Advisors, LLC
Cetera Investment Advisers LLC
Cetera Financial Specialists LLC
Disclosures
Please visit the SEC profile of Sue Donovan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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