Matthew
Marrah

Stratos Wealth Partners, LTD

CRD#6857920
Investment Advisor
in Dublin, OH

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About this Advisor

Matthew Marrah is a financial advisor based out of Dublin, Ohio with a total of 5 years of industry experience. Marrah works at Stratos Wealth Partners, LTD. During their career, the advisor has held roles at Miller Management, Indiana University, Ymca, Axa Advisors, LLC, Lpl Financial LLC and Stratos Wealth Partners, LTD. Marrah has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Ohio. Stratos Wealth Partners, LTD is an advisory firm operating out of Beachwood, OH. The investment advisory business has offices in 101 locations and a total of 525 financial advisors. It controls $10 billion in assets across its 33,863 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 82 charities and foundations. Of its 33,863 client accounts, just 5% belong to high-net-worth investors who have more than $1 million in investable assets. Stratos Wealth Partners, LTD has a diverse range of services, including 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 usually depend on which service is offered. Fees charged by Stratos Wealth Partners, LTD most likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

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, Suite 250
Dublin, OH 43016

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Stratos Wealth Partners, LTD Brokerage Details

Total Assets Under Management

$10,316,254,814

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

525

OH Average: 34
Total Number of Accounts

33,863

OH Average: 1,972
Average Account Size

$304,647

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

Matthew Marrah Work History

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

2018 - Present (6 years)

Lpl Financial LLC

2018 - Present (6 years)

Stratos Wealth Partners, LTD

2017 - Present (7 years)

Axa Advisors, LLC

2015 - 2017 (2 years)

Miller Management

2014 - 2014 (< 1 year)

Miller Management

2014 - 2014 (< 1 year)

Ymca

2011 - 2015 (4 years)

Indiana University

*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 Matthew Marrah 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

Jessica Lucius
Fostoria, OH
Luis Camacho
Beachwood, OH
Daniel Scharlach
Angola, IN
Terrence Mckelvey
Beverly Hills, CA
Elaine Gennawey
Irvine, CA
Michael Karder
Hudson, OH
Philip Garrett
Metairie, LA
Donald Dietz
Conway, AR

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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