Natalie
Dinunzio

Stratos Wealth Partners, LTD

CRD#5676472
Investment Advisor
in Beachwood, OH

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About this Advisor

Natalie Dinunzio is a financial advisor operating in Beachwood, Ohio with 8 years of industry experience. Dinunzio currently works for Stratos Wealth Partners, LTD. Their career trajectory has included roles at Morgan Stanley, Lpl Financial LLC, Stratos Wealth Partners, LTD and Morgan Stanley Private Bank, National Association. Dinunzio holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in Louisiana, Ohio and Texas. Stratos Wealth Partners, LTD is a business that has its headquarters in Beachwood, OH. The firm has offices in 101 locations and a total of 525 advisors. It manages $10 billion in assets under management among its 33,863 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 82 charitable organizations. Of its 33,863 client accounts, just 5% are associated with high-net-worth clients who have greater than $1 million in assets. Stratos Wealth Partners, LTD provides a broad set 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 usually are based on which service is offered. Fees billed by Stratos Wealth Partners, LTD most likely are comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

8 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

3750 Park East Dr Ste 200
Beachwood, OH 44122

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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

Natalie Dinunzio Work History

Natalie has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Lpl Financial LLC

2015 - Present (9 years)

Stratos Wealth Partners, LTD

2015 - Present (9 years)

Morgan Stanley Private Bank, National Association

2012 - 2014 (2 years)

Morgan Stanley

*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 Natalie Dinunzio 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

Elaine Gennawey
Irvine, CA
Jesse Brady
Millis, MA
Jessica Lucius
Fostoria, OH
Michael Karder
Hudson, OH
Luis Camacho
Beachwood, OH
Philip Garrett
Metairie, LA
Terrence Mckelvey
Beverly Hills, CA
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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