Cassidy
Schmidt

Stratos Wealth Advisors LLC

CRD#7165430
Investment Advisor
in Pittsburgh, PA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Cassidy Schmidt is a financial advisor working in Pittsburgh, Pennsylvania who has 3 years of industry experience. Schmidt is an employee of Stratos Wealth Advisors LLC. Throughout their career, they have worked at Gierl Augustine Investment Management, Inc, Clarion University Of Pennsylvania, Divani Chocolates, Stratos Wealth Advisors, LLC and Gierl Augustine Investment Management Inc. Schmidt holds a Series 65 license, qualifying them as an investment advisor representative, and is registered to work in Pennsylvania and Texas. Stratos Wealth Advisors LLC is a company operating out of Beachwood, OH. It has offices in 27 locations and a total of 102 people on staff. It manages $4 billion in assets among its 12,212 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises 13 charitable organizations. Of its 12,212 customer accounts, just 12% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The business 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. A financial advisor's fees largely vary depending on the type of financial services. However, fee types billed by Stratos Wealth Advisors LLC most likely consist of any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65

Years Registered*

3 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

1382 Old Freeport Rd Suite 2Br
Pittsburgh, PA 15238

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Stratos Wealth Advisors LLC Brokerage Details

Total Assets Under Management

$3,549,414,846

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

102

PA Average: 34
Total Number of Accounts

12,212

PA Average: 1,972
Average Account Size

$290,650

PA 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

Cassidy Schmidt Work History

Cassidy has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Stratos Wealth Advisors, LLC

2019 - Present (5 years)

Gierl Augustine Investment Management Inc

2015 - 2019 (4 years)

Gierl Augustine Investment Management, Inc

2014 - 2014 (< 1 year)

Divani Chocolates

2013 - 2015 (2 years)

Clarion University Of Pennsylvania

*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 Cassidy Schmidt 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

Phillip Friedman
Beachwood, OH
Eric Biddle
Dublin, OH
Cassidy Schmidt
Pittsburgh, PA
Dennis Notchick
San Diego, CA
Jeremy Finger
Myrtle Beach, SC
Louis Civitarese
Mars, PA
Michael Mccann
Howard Beach, NY
Paul Saunders
Myrtle Beach, SC

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started