Adam
Pollack

Stratos Wealth Partners, LTD

CRD#6211412
Investment Advisor
in Beachwood, OH

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About this Advisor

Adam Pollack is a financial advisor based in Beachwood, Ohio, working with Stratos Wealth Partners, LTD. Adam has previously held positions at Lpl Financial LLC, Advanced Wound Concepts Inc, and Stratos Wealth Partners, LTD. Adam is registered to provide services in Ohio and Texas. Currently, Adam is part of Stratos Wealth Partners, LTD, which operates out of Beachwood, Ohio. 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.

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

3750 Park East Drive #200
Beachwood, OH 44122

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Stratos Wealth Partners, LTD Brokerage Details

Total Assets Under Management

$12,533,266,805

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

562

OH Average: 34
Total Number of Accounts

37,396

OH Average: 1,972
Average Account Size

$335,150

OH 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

Adam Pollack Work History

2014 - Present (10 years)

Stratos Wealth Partners, LTD

2013 - Present (11 years)

Lpl Financial LLC

2010 - 2019 (9 years)

Advanced Wound Concepts Inc

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Disclosures

Please visit the SEC profile of Adam Pollack 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

Ryan Hunter
Darien, CT
Tonette Echols
Scottsdale, AZ
Frank Van Kirk
Gulfport, MS
Noah Wiggins
Norfolk, VA
Mark Ambrose
Bradford Woods, PA
Michael Dibartolomeo
Sewickley, PA
Latisha Blanchard
Baton Rouge, LA
Dante Grenci
Sewickley, PA

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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