Hannah
Swigert

Stratos Wealth Partners, LTD

CRD#5652741
Investment Advisor
in Dayton, OH

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About this Advisor

Hannah Swigert is a financial advisor based in Dayton, Ohio, working with Stratos Wealth Partners, LTD. Hannah has previously held positions at The Prudential Insurance Company Of America, Pruco Securities, LLC, Columbia Financial, Inc, Lpl Financial, LLC, and Stratos Wealth Partners, LTD. Hannah has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Louisiana, Ohio, and Texas. Currently, Hannah is part of Stratos Wealth Partners, LTD, which operates out of Dayton, 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 63, Series 65

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

55 S Main St
Dayton, OH 45458

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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

Hannah Swigert Work History

2015 - Present (9 years)

Lpl Financial, LLC

2015 - Present (9 years)

Stratos Wealth Partners, LTD

2006 - Present (18 years)

Columbia Financial, Inc

2009 - 2015 (6 years)

The Prudential Insurance Company Of America

2009 - 2015 (6 years)

Pruco Securities, LLC

Disclosures

Please visit the SEC profile of Hannah Swigert 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

Andrew Stall
Harvey, LA
Frank Van Kirk
Gulfport, MS
Mark Obrock
Columbus, OH
Ryan Hunter
Darien, CT
Tonette Echols
Scottsdale, AZ
John Nilson
Scottsdale, AZ
Latisha Blanchard
Baton Rouge, LA
Kendra Bullock
Norfolk, VA

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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