Eric
Susi

Stratos Wealth Advisors LLC

CRD#2186630
Investment Advisor
in Dublin, OH

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About this Advisor

Eric Susi is a financial advisor who works out of Dublin, Ohio with a total of 5 years of relevant experience. Susi is currently employed by Stratos Wealth Advisors LLC. Their career trajectory has included roles at Tmfs Advisors, LLC, Financial Engines Advisors L.L.C and Stratos Wealth Advisors. Susi holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Ohio and Texas. Stratos Wealth Advisors LLC is an advisory firm operating out of Beachwood, OH. It has offices in 27 locations and a total of 102 advisors. It oversees $4 billion in assets under management across its 12,212 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides services to 13 charitable organizations. Of its 12,212 accounts, just 12% belong to high-net-worth individuals who have at least $1 million in investable assets. The firm performs 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. Fees charged by financial advisors depend on which services the firm provides the client. Fees charged by Stratos Wealth Advisors LLC can include any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 years

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

5080 Tuttle Crossing Blvd., Suite 250
Dublin, OH 43016

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Stratos Wealth Advisors LLC Brokerage Details

Total Assets Under Management

$3,549,414,846

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

102

OH Average: 34
Total Number of Accounts

12,212

OH Average: 1,972
Average Account Size

$290,650

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

Eric Susi Work History

Eric has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Stratos Wealth Advisors

2016 - 2018 (2 years)

Financial Engines Advisors L.L.C

2012 - 2016 (4 years)

Tmfs Advisors, 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 Eric Susi 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

Phillip Friedman
Beachwood, OH
Eric Biddle
Dublin, OH
Dennis Notchick
San Diego, CA
Cassidy Schmidt
Pittsburgh, PA
Jarrett Felton
Rochester, NY
Michael Mccann
Howard Beach, NY
Joseph Cardello
Westport, CT
James Conley
Canton, OH

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.

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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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