Sue
Donovan
Stratos Wealth Partners, LTD
Answer a few questions and
get matched with an advisor.
About this Advisor
Sue Donovan is a financial advisor based out of Clifton Park, New York who has 5 years of relevant experience. Donovan is currently employed by Stratos Wealth Partners, LTD. Over the course of their career, Donovan has held roles at Cetera Financial Specialists LLC, Cetera Investment Advisers LLC, Holistic Wealth Advisors, LLC, Lpl Financial LLC and Stratos Wealth Partners, LTD. Donovan holds a Series 63 license, designating them as a securities broker, and is approved to work in New York and Ohio. Stratos Wealth Partners, LTD is a financial advisory business headquartered in Beachwood, OH. The company has offices in 101 locations and a total of 525 people on staff. It manages $10 billion in assets between its 33,863 accounts, placing it among the biggest firms in the country by assets under management. The firm advises 82 charities and foundations. Of its 33,863 client accounts, just 5% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Stratos Wealth Partners, LTD has 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 largely vary depending on which services are offered. However, fees billed by Stratos Wealth Partners, LTD can consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Sue Donovan Work History
Sue has been registered as a financial advisor for 5 years.*
Lpl Financial LLC
Stratos Wealth Partners, LTD
Holistic Wealth Advisors, LLC
Cetera Investment Advisers LLC
Cetera Financial Specialists 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 Sue Donovan 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
Angola, IN
Beachwood, OH
Hudson, OH
Metairie, LA
Conway, AR
Fostoria, OH
Millis, MA
Dalton, GA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
