Vincent
Sobocinski

Stratos Wealth Advisors LLC

CRD#7191715
Investment Advisor
in Cincinnati, OH

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About this Advisor

Vincent Sobocinski is a financial advisor based in Cincinnati, Ohio, working with Stratos Wealth Advisors LLC. Vincent has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, D.S. Design Company, Tesla Inc, Sp Plus Parking, Team Enterprises, Mubea Inc, The Party Source, University Of Cincinnati, New Team LLC, Financial Advisor Trainee - Fadp, Blue Crab Partners, LLC, Novak & Powell Financial Services, Inc, and Stratos Wealth Advisors, LLC. Vincent has passed the Series 65 regulatory exam and is registered to provide services in Ohio. Currently, Vincent is part of Stratos Wealth Advisors LLC, which operates out of Cincinnati, Ohio. The firm has 31 offices and 99 employees. The firm manages assets totaling $4.2 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 Advisors LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

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

10300 Alliance Road, Suite 100
Cincinnati, OH 45249

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Stratos Wealth Advisors LLC Brokerage Details

Total Assets Under Management

$4,214,850,042

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

99

OH Average: 34
Total Number of Accounts

12,529

OH Average: 1,972
Average Account Size

$336,408

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

Vincent Sobocinski Work History

2023 - Present (1 year)

Stratos Wealth Advisors, LLC

2022 - Present (2 years)

Novak & Powell Financial Services, Inc

2021 - 2021 (< 1 year)

Blue Crab Partners, LLC

2019 - 2021 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2019 - 2019 (< 1 year)

The Party Source

2019 - 2021 (2 years)

Financial Advisor Trainee - Fadp

2017 - 2017 (< 1 year)

Team Enteprises

2017 - 2019 (2 years)

Mubea Inc

2017 - 2018 (1 year)

New Team LLC

2016 - 2017 (1 year)

Sp Plus Parking

2015 - 2015 (< 1 year)

Tesla Inc

2014 - 2015 (1 year)

D.S. Design Company

2011 - 2017 (6 years)

University Of Cincinnati

Disclosures

Please visit the SEC profile of Vincent Sobocinski 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

Mitchell Hamer
Northbrook, IL
Kevin Dufault
Rockland, MA
Dennis Notchick
San Diego, CA
Agnes Ray
Dublin, OH
Thomas Leroy
Rochester, NY
Paul Saunders
Myrtle Beach, SC
Jude Cypher
Brentwood, TN
Dayna Smith
Beachwood, OH

The content in this profile was updated by SmartAsset on 6/19/2024. 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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