Dayna
Smith

Stratos Wealth Advisors LLC

CRD#7286383
Investment Advisor
in Beachwood, OH

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About this Advisor

Dayna Smith is a financial advisor based in Beachwood, Ohio, working with Stratos Wealth Advisors LLC. Dayna has previously held positions at Pruco Securities LLC, Painesville, Johnson Controls, Julie Billiart Schools, Catholic Community Foundation, The Prudential Insurance Company Of America, Lpl Financial, LLC, Cadaret, Grant & Co., Inc, Cedar Brook Group, and Stratos Wealth Advisors, LLC. Dayna has passed the Series 66 regulatory exam and is registered to provide services in Ohio and Texas. Currently, Dayna is part of Stratos Wealth Advisors LLC, which operates out of Beachwood, Ohio. The firm has 31 offices and 99 employees. The firm manages assets totaling $4.2 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 Advisors LLC 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

29525 Chagrin Blvd Suite 305
Beachwood, OH 44122

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Stratos Wealth Advisors LLC Brokerage Details

Total Assets Under Management

$4,214,850,042

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

99

OH Average: 34
Total Number of Accounts

12,529

OH Average: 1,972
Average Account Size

$336,408

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

Dayna Smith Work History

2024 - Present (1 year)

Stratos Wealth Advisors, LLC

2022 - Present (3 years)

Cadaret, Grant & Co., Inc

2022 - Present (3 years)

Cedar Brook Group

2021 - 2021 (< 1 year)

The Prudential Insurance Company Of America

2021 - 2021 (< 1 year)

Lpl Financial, LLC

2020 - 2021 (1 year)

Pruco Securities LLC

2020 - 2020 (< 1 year)

Painesville

2018 - 2020 (2 years)

Johnson Controls

2016 - 2018 (2 years)

Julie Billiart Schools

2013 - 2016 (3 years)

Catholic Community Foundation

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Disclosures

Please visit the SEC profile of Dayna Smith 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 Advisors LLC

Paul Saunders
Myrtle Beach, SC
Dennis Notchick
San Diego, CA
Mitchell Hamer
Northbrook, IL
Kevin Dufault
Rockland, MA
Thomas Leroy
Rochester, NY
Agnes Ray
Dublin, OH
Eric Biddle
Dublin, OH
Jude Cypher
Brentwood, TN

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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