Autumn
Harvey

Stratos Wealth Partners, LTD

CRD#6477401
Investment Advisor
in Beachwood, OH

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About this Advisor

Autumn Harvey is a financial advisor based in Beachwood, Ohio, working with Stratos Wealth Partners, LTD. Autumn has previously held positions at Cristal-Millennium Inorganic, Axa Advisors, LLC, Metro Cnc Services, Jp Morgan Chase Bank, Jp Morgan Securities LLC, Morgan Stanley, Lpl Financial LLC, Stratos Wealth Partners, LTD, and Fundamentum, LLC. Autumn has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Autumn 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.

Certifications and Registrations

Series 66

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 Suite 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

Autumn Harvey Work History

2020 - Present (4 years)

Lpl Financial LLC

2020 - Present (4 years)

Stratos Wealth Partners, LTD

2020 - Present (4 years)

Fundamentum, LLC

2019 - 2020 (1 year)

Morgan Stanley

2017 - 2018 (1 year)

Metro Cnc Services

2017 - 2019 (2 years)

Jp Morgan Chase Bank

2017 - 2019 (2 years)

Jp Morgan Securities LLC

2015 - 2017 (2 years)

Axa Advisors, LLC

2015 - 2017 (2 years)

Axa Advisors, LLC

2012 - 2015 (3 years)

Cristal-Millennium Inorganic

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Autumn Harvey 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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