James
Conley

Stratos Wealth Advisors LLC

CRD#7602319
Investment Advisor
in Canton, OH

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About this Advisor

James Conley is a financial advisor who works out of Canton, Ohio. Conley is an employee of Stratos Wealth Advisors LLC. Throughout their career, they have worked at Modern Woodmen Of America, Rootstown Local Schools, Fairless Local Schools, Mwa Financial Services Inc and Stratos Wealth Advisors, LLC. Conley holds Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Ohio. Stratos Wealth Advisors LLC is a financial advisory company that has its headquarters in Beachwood, OH. The company has offices in 27 locations and a total of 102 financial advisors. It administers $4 billion in total assets across its 12,212 customer accounts, placing it among the biggest firms in the country by assets under management. The firm advises 13 charitable organizations. Of its 12,212 customer accounts, just 12% are held by high-net-worth clients who have more than $1 million in investable assets. The firm has a broad assortment 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 for financial advice largely depend on which services the firm provides the client. Fee types billed by Stratos Wealth Advisors LLC may include some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

less than 1 year

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

4150 Belden Village Street Nw Suite 605
Canton, OH 44718

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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

James Conley Work History

James has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Stratos Wealth Advisors, LLC

2022 - 2023 (1 year)

Modern Woodmen Of America

2022 - 2023 (1 year)

Mwa Financial Services Inc

2015 - 2022 (7 years)

Rootstown Local Schools

2012 - 2015 (3 years)

Fairless Local Schools

*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 James Conley 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
Cassidy Schmidt
Pittsburgh, PA
Dennis Notchick
San Diego, CA
Kevin Millard
Philadelphia, PA
Paul Saunders
Myrtle Beach, SC
Andrew Smith
Dublin, OH
Pierre Villere
Metairie, LA

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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