Gary
Augustine

Stratos Wealth Advisors LLC

CRD#1979841
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Gary Augustine is a financial advisor based in Pittsburgh, Pennsylvania with a total of 3 years of relevant experience. Augustine is an employee of Stratos Wealth Advisors LLC. Over the course of their career, Augustine has held roles at Independent Insurance Agent, Cambridge Investment Research, Inc, Gierl Augustine & Associates LLC, Gierl Augustine Investment Management, Inc, Purshe Kaplan Sterling Investments, Augustine, Gierl & Augustine and Stratos Wealth Advisors, LLC. Augustine has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Pennsylvania and Texas. Stratos Wealth Advisors LLC is a registered investment firm operating out of Beachwood, OH. The firm has offices in 27 locations and a total of 102 employees. It handles $4 billion in total assets between its 12,212 customer accounts, placing it among the largest firms in the United States by assets under management. The firm advises 13 charities and foundations. Of its 12,212 accounts, just 12% belong to high-net-worth investors who have greater than $1 million in assets. Stratos Wealth Advisors LLC performs 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 charged by financial advisors largely vary depending on which services the firm provides the client. Fee types billed by Stratos Wealth Advisors LLC can include any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, 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

$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

Gary Augustine Work History

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

2020 - Present (4 years)

Stratos Wealth Advisors, LLC

2007 - Present (17 years)

Gierl Augustine Investment Management, Inc

2005 - Present (19 years)

Gierl Augustine & Associates LLC

2004 - Present (20 years)

Augustine, Gierl & Augustine

2014 - 2017 (3 years)

Purshe Kaplan Sterling Investments

2007 - 2014 (7 years)

Cambridge Investment Research, Inc

1990 - 2022 (32 years)

Independent Insurance Agent

*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 Gary Augustine 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
Cassidy Schmidt
Pittsburgh, PA
Dennis Notchick
San Diego, CA
Eric Biddle
Dublin, OH
Pierre Villere
Metairie, LA
Joseph Cardello
Westport, CT
Jarrett Felton
Rochester, NY
Jeremy Finger
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.

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