Robert
Freitas

Stratos Wealth Partners, LTD

CRD#5183154
Investment Advisor
in Aiken, SC

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About this Advisor

Robert Freitas is a financial advisor based in Aiken, South Carolina, working with Stratos Wealth Partners, LTD. Robert has previously held positions at the University Of Phoenix, Lpl Financial LLC, Stratos Wealth Partners, LTD, Lpl Financial, LLC, and Stratos Wealth Advisors. Robert has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in South Carolina and Texas. Currently, Robert is part of Stratos Wealth Partners, LTD, which operates out of Aiken, South Carolina. The firm has 101 offices and 562 employees. The firm manages assets totaling $12.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Stratos Wealth Partners, LTD includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66, Series 63

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

114 Greenwood Street, S.W.
Aiken, SC 29801

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Stratos Wealth Partners, LTD Brokerage Details

Total Assets Under Management

$12,533,266,805

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

562

SC Average: 34
Total Number of Accounts

37,396

SC Average: 1,972
Average Account Size

$335,150

SC 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 Freitas Work History

2022 - Present (2 years)

Stratos Wealth Partners, LTD

2022 - Present (2 years)

Lpl Finanial, LLC

2017 - Present (7 years)

Stratos Wealth Advisors

2014 - 2017 (3 years)

Lpl Financial LLC

2014 - 2017 (3 years)

Stratos Wealth Partners, LTD

2008 - 2019 (11 years)

University Of Phoenix

Disclosures

Please visit the SEC profile of Robert Freitas 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

James Burlingame
Harvey, LA
Anne Dimon
Columbus, OH
Noah Wiggins
Norfolk, VA
Michael Lewis
Darien, CT
Callen Schramm
Baton Rouge, LA
Jeffrey Daniels
Akron, OH
Frank Van Kirk
Gulfport, MS
Tonette Echols
Scottsdale, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. 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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