James
Conley
Stratos Wealth Advisors LLC
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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
Years Registered*
Services Offered
Fee Structure
Office Location
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Stratos Wealth Advisors LLC Brokerage Details
$3,549,414,846
102
12,212
$290,650
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.*
Stratos Wealth Advisors, LLC
Modern Woodmen Of America
Mwa Financial Services Inc
Rootstown Local Schools
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
Beachwood, OH
San Diego, CA
Pittsburgh, PA
Dublin, OH
Rockland, MA
Westport, CT
Roseville, CA
Rochester, NY
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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