David
Albin

Stratos Wealth Partners, LTD

CRD#5715352
Investment Advisor
in Beachwood, OH

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About this Advisor

David Albin is a financial advisor based in Beachwood, Ohio, working with Stratos Wealth Partners, LTD. David has previously worked at First Allied Securities, Inc, Tower Square Investment Management LLC, Girard Securities, Inc, Vsr Financial Services, Inc, Cetera Advisor Networks LLC, First Allied Advisory Services, Inc, Cetera Investment Services LLC, Summit Brokerage Services, Inc, Cetera Advisors LLC, Cetera Financial Specialists LLC, Cetera Investment Advisers LLC, Prime Trust, Independent Financial Group, LLC, Rkd3 LLC, Lpl Financial LLC, and Stratos Wealth Partners, LTD. David has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California and Texas. Currently, David is part of Stratos Wealth Partners, LTD, which operates out of Beachwood, Ohio. The firm has 101 offices and 555 employees. Stratos Wealth Partners, LTD manages assets totaling $14.5 billion and serves charitable organizations and high-net-worth individuals. The firm offers 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. The fee structure at Stratos Wealth Partners, LTD includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, 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 Dr Ste 200
Beachwood, OH 44122

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Stratos Wealth Partners, LTD Brokerage Details

Total Assets Under Management

$14,471,243,743

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

555

OH Average: 34
Total Number of Accounts

39,538

OH Average: 1,972
Average Account Size

$366,008

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

David Albin Work History

2024 - Present (1 year)

Lpl Financial LLC

2024 - Present (1 year)

Stratos Wealth Partners, LTD

2023 - 2024 (1 year)

Rkd3 LLC

2022 - 2024 (2 years)

Independent Financial Group, LLC

2021 - 2022 (1 year)

Prime Trust

2020 - 2021 (1 year)

Cetera Investment Advisers LLC

2018 - 2021 (3 years)

Cetera Advisors LLC

2018 - 2021 (3 years)

Cetera Financial Specialists LLC

2017 - 2021 (4 years)

Cetera Investment Services LLC

2017 - 2017 (< 1 year)

Summit Brokerage Services, Inc

2017 - 2021 (4 years)

Cetera Advisor Networks LLC

2017 - 2020 (3 years)

First Allied Advisory Services, Inc

2017 - 2021 (4 years)

First Allied Securities, Inc

2017 - 2021 (4 years)

Summit Brokerage Services, Inc

2016 - 2017 (1 year)

Girard Securities, Inc

2016 - 2016 (< 1 year)

Vsr Financial Services, Inc

2016 - 2017 (1 year)

Cetera Advisor Networks LLC

2015 - 2017 (2 years)

Tower Square Investment Management LLC

2013 - 2017 (4 years)

First Allied Securities, Inc

2013 - 2017 (4 years)

First Allied Advisory Services, Inc

Disclosures

Please visit the SEC profile of David Albin 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

Richard Juarbe
Beachwood, OH
Maryjo Morello
Westlake, OH
Rhonda Chavez Payne
Prescott, AZ
Micah Kelley
Sewickley, PA
Justin Porco
Sewickley, PA
Dylan Dewitt
Fostoria, OH
Paul Tramontozzi
Tarrytown, NY
Zoe Wiest
Sewickley, PA

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