Karyn
Pistone

Stratos Wealth Advisors LLC

CRD#859379
Investment Advisor
in Beachwood, OH

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About this Advisor

Karyn Pistone is a financial advisor based in Beachwood, Ohio, working with Stratos Wealth Advisors LLC. Karyn has previously held positions at Lincoln Investment Planning Inc, Capital Analysts, Inc, Beacon Financial Advisory LLC, and Stratos Wealth Advisors, LLC. Karyn has passed the Series 63 regulatory exam and is registered to provide services in Ohio and Texas. Currently, Karyn 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 63, CERTIFIED FINANCIAL PLANNER™

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

Karyn Pistone Work History

2023 - Present (1 year)

Stratos Wealth Advisors, LLC

2015 - 2023 (8 years)

Beacon Financial Advisory LLC

2012 - 2023 (11 years)

Lincoln Investment Planning Inc

2012 - 2023 (11 years)

Capital Analysts, Inc

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Disclosures

Please visit the SEC profile of Karyn Pistone 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

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