Stratos Wealth Advisors LLC

Investment Advisor
in Pittsburgh, PA

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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

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Stratos Wealth Advisors LLC Brokerage Details

Total Assets Under Management


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


PA Average: 34
Total Number of Accounts


PA Average: 1,972
Average Account Size


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.


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

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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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