Phillip
Rini

Stratos Wealth Partners, LTD

CRD#1661568
Investment Advisor
in Willoughby, OH

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About this Advisor

Phillip Rini is a financial advisor based in Willoughby, Ohio, working with Stratos Wealth Partners, LTD. Phillip has previously held positions at Wells Fargo Advisors LLC, Lpl Financial, LLC, and Stratos Wealth Partners, LTD. Phillip has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Louisiana, Ohio, and Texas. Currently, Phillip is part of Stratos Wealth Partners, LTD, which operates out of Willoughby, Ohio. The firm has 101 offices and 562 employees. The firm manages assets totaling $12.5 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 Partners, LTD includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

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

34600 Chardon Road, Suite 2
Willoughby, OH 44094

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Stratos Wealth Partners, LTD Brokerage Details

Total Assets Under Management

$12,533,266,805

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

562

OH Average: 34
Total Number of Accounts

37,396

OH Average: 1,972
Average Account Size

$335,150

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 Rini Work History

2015 - Present (9 years)

Lpl Financial, LLC

2015 - Present (9 years)

Stratos Wealth Partners, LTD

2010 - 2015 (5 years)

Wells Fargo Advisors LLC

Disclosures

Please visit the SEC profile of Phillip Rini 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

Andrew Stall
Harvey, LA
Noah Wiggins
Norfolk, VA
Matthew Traywick
Gallipolis, OH
Kendra Bullock
Norfolk, VA
Mark Ventura
Beachwood, OH
Jeffrey Daniels
Akron, OH
Frank Van Kirk
Gulfport, MS
Callen Schramm
Baton Rouge, LA

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