William
Coghlan
Stratos Wealth Partners, LTD
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About this Advisor
William Coghlan is a financial advisor based out of Sewickley, Pennsylvania with a total of 1 year of industry experience. Coghlan is an advisor for Stratos Wealth Partners, LTD. Over the course of their career, Coghlan has held roles at Prologue Services, American Tire Distributors, Websomniac Corp, Oriole Cleaners, Community College Of Allegheny County, Robert Morris University, Courier Distribution Systems, Lpl Financial, LLC and Stratos Wealth Partners, LTD. Coghlan maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in Pennsylvania and Texas. Stratos Wealth Partners, LTD is a financial advisory firm operating out of Beachwood, OH. It has offices in 101 locations and a total of 525 advisors. It has $10 billion in assets between its 33,863 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 82 charitable organizations. Of its 33,863 customer accounts, just 5% belong to high-net-worth clients who have at least $1 million in assets available to invest. The company 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 for financial management typically depend on which services the firm provides the client. However, fees charged by Stratos Wealth Partners, LTD most likely consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stratos Wealth Partners, LTD Brokerage Details
$10,316,254,814
525
33,863
$304,647
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
William Coghlan Work History
William has been registered as a financial advisor for 1 years.*
Stratos Wealth Partners, LTD
Lpl Financial, LLC
Courier Distribution Systems
Robert Morris University
Robert Morris University
Oriole Cleaners
Robert Morris University
Oriole Cleaners
Community College Of Allegheny County
Oriole Cleaners
Community College Of Allegheny County
Oriole Cleaners
Websomniac Corp
American Tire Distributors
Prologue Services
*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 William Coghlan 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 Partners, LTD
Metairie, LA
Hudson, OH
Angola, IN
Beverly Hills, CA
Conway, AR
Irvine, CA
Westlake, OH
Millis, MA
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.
