Robert
Barnes

Stratos Wealth Advisors LLC

CRD#5745890
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Robert Barnes is a financial advisor operating out of Pittsburgh, Pennsylvania with a total of 3 years of relevant experience. Barnes is an advisor for Stratos Wealth Advisors LLC. Over the course of their career, they have held roles at Gierl Augustine Investment Management, Clarion University, Hill Cleary & Associates, Purshe Kaplan Sterling Investments, Accurate Solutions Group, LLC and Stratos Wealth Advisors, LLC. Barnes maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Pennsylvania. Stratos Wealth Advisors LLC is a registered investment company operating out of Beachwood, OH. It has offices in 27 locations and a total of 102 advisors. It has $4 billion in assets under management among its 12,212 client accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 13 charitable organizations. Of its 12,212 accounts, just 12% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Stratos Wealth Advisors LLC offers 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 vary depending on which services are provided. However, fee types billed by Stratos Wealth Advisors LLC likely are comprised 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 Road 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

Robert Barnes Work History

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

2020 - Present (4 years)

Stratos Wealth Advisors, LLC

2017 - Present (7 years)

Purshe Kaplan Sterling Investments

2016 - 2017 (1 year)

Accurate Solutions Group, LLC

2015 - 2015 (< 1 year)

Hill Cleary & Associates

2013 - 2015 (2 years)

Clarion University

2009 - 2013 (4 years)

Gierl Augustine Investment Management

*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 Robert Barnes 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

Eric Biddle
Dublin, OH
Dennis Notchick
San Diego, CA
Cassidy Schmidt
Pittsburgh, PA
Phillip Friedman
Beachwood, OH
Eric Susi
Dublin, OH
Pierre Villere
Metairie, LA
Jarrett Felton
Rochester, NY
James Conley
Canton, 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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