Susan
Wylie

Stratos Wealth Partners, LTD

CRD#5676886
Investment Advisor
in Columbus, OH

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About this Advisor

Susan Wylie is a financial advisor operating in Columbus, Ohio with a total of 10 years of industry experience. Wylie is an employee of Stratos Wealth Partners, LTD. Over the course of their career, they have held roles at Thehuntington Investment Company and Lpl Financial LLC. Wylie maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Louisiana, Ohio and Texas. Stratos Wealth Partners, LTD is an advisory company operating out of Beachwood, OH. The firm has offices in 101 locations and a total of 525 financial advisors. It controls $10 billion in total assets between its 33,863 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 82 charitable organizations. Of its 33,863 client accounts, just 5% belong to high-net-worth investors who have at least $1 million in assets. The firm performs a wide set 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 for financial management vary depending on the financial services. However, fees billed by Stratos Wealth Partners, LTD most likely are comprised of any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

10 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

291 E. Livingston Avenue
Columbus, OH 43215

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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

Susan Wylie Work History

Susan has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Lpl Financial LLC

2009 - 2013 (4 years)

Thehuntington Investment Company

*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 Susan Wylie 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

Matthew Oliver
Dalton, GA
Ashley Graham
Westlake, OH
Terrence Mckelvey
Beverly Hills, CA
Donald Dietz
Conway, AR
Michael Karder
Hudson, OH
Daniel Scharlach
Angola, IN
Elaine Gennawey
Irvine, CA
Jessica Lucius
Fostoria, OH

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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