Samuel
Bernard
Stratos Wealth Partners, LTD
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About this Advisor
Samuel Bernard is a financial advisor based in Dayton, Ohio, with 3 years of industry experience. Bernard is currently employed by Stratos Wealth Partners, LTD. Their career trajectory has included roles at Cambridge Investment Research Inc, Cadaret, Grant & Co., Inc, Baker Krizner Financial Planning, Day Air Credit Union, Cuso Financial Services, Lp, Lpl Financial LLC and Stratos Wealth Partners, LTD. Bernard has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Ohio and Texas. Stratos Wealth Partners, LTD is a registered investment company headquartered in Beachwood, OH. The investment advisory business has offices in 101 locations and a total of 525 financial advisors. It handles $10 billion in assets across its 33,863 accounts, making it one of the biggest firms in the United States by assets under management. The firm provides services to 82 charitable organizations. Of its 33,863 accounts, just 5% belong to high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm has 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 for financial advisory services typically depend on which service is provided. However, fee types charged by Stratos Wealth Partners, LTD may include some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stratos Wealth Partners, LTD Brokerage Details
$10,316,254,814
525
33,863
$304,647
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
Samuel Bernard Work History
Samuel has been registered as a financial advisor for 3 years.*
Lpl Financial LLC
Stratos Wealth Partners, LTD
Day Air Credit Union
Cuso Financial Services, Lp
Cadaret, Grant & Co., Inc
Baker Krizner Financial Planning
Cambridge Investment Research Inc
*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 Samuel Bernard 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
Conway, AR
Fostoria, OH
Irvine, CA
Metairie, LA
Millis, MA
Beverly Hills, CA
Angola, IN
Beachwood, OH
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