Stratos Wealth Advisors LLC

Investment Advisor
in Beachwood, OH

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About this Advisor

Phillip Friedman is a financial advisor based out of Beachwood, Ohio, who has 2 years of industry experience. Friedman works at Stratos Wealth Advisors LLC. Over the course of their career, they have held roles at Alliance Bernstein, Axa Advisors, LLC, Voya Financial Advisors, Strategic Wealth Partners, Wells Fargo Clearing Services, LLC and Stratos Wealth Partners, LLC. Friedman has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Ohio and Texas. Stratos Wealth Advisors LLC is a business that has its headquarters in Beachwood, OH. The investment advisory business has offices in 27 locations and a total of 102 financial advisors. It manages $4 billion in assets across its 12,212 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 13 charities and foundations. Of its 12,212 client accounts, just 12% are associated with high-net-worth individuals who have more than $1 million in investable assets. Stratos Wealth Advisors LLC provides a number 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 charged by financial advisors typically vary depending on which service is offered. However, fees billed by Stratos Wealth Advisors LLC most likely consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

2 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 Drive Suite 200
Beachwood, OH 44122

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Stratos Wealth Advisors LLC Brokerage Details

Total Assets Under Management


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


OH Average: 34
Total Number of Accounts


OH Average: 1,972
Average Account Size


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

Phillip Friedman Work History

Phillip has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Stratos Wealth Partners, LLC

2018 - Present (6 years)

Wells Fargo Clearing Services, LLC

2017 - 2018 (1 year)

Strategic Wealth Partners

2016 - 2017 (1 year)

Voya Financial Advisors

2015 - 2016 (1 year)

Axa Advisors, LLC

2013 - 2014 (1 year)

Alliance Bernstein

*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.


Please visit the SEC profile of Phillip Friedman 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

Dennis Notchick
San Diego, CA
Eric Biddle
Dublin, OH
Phillip Friedman
Beachwood, OH
Cassidy Schmidt
Pittsburgh, PA
Brian Merrick
Cincinnati, OH
Michael Mccann
Howard Beach, NY
Paul Saunders
Myrtle Beach, SC
Nathan Ferrante
Roseville, CA

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

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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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