John
Young
Stratos Wealth Advisors LLC
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About this Advisor
John Young is a certified financial planner based out of New Braunfels, Texas with a total of 2 years of relevant experience. Young currently works for Stratos Wealth Advisors LLC. Throughout their career, they have worked at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and Stratos Wealth Advisors, LLC. Young has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in Texas. Stratos Wealth Advisors LLC is a financial advisory business headquartered in Beachwood, OH. The company has offices in 27 locations and a total of 102 advisors. It has $4 billion in total assets between its 12,212 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm provides services to 13 charities and foundations. Of its 12,212 client accounts, just 12% are associated with high-net-worth clients who have more than $1 million in investable assets. Stratos Wealth Advisors LLC has 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. Financial advisory fees vary depending on which service is provided. However, fees charged by Stratos Wealth Advisors LLC likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stratos Wealth Advisors LLC Brokerage Details
$3,549,414,846
102
12,212
$290,650
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
John Young Work History
John has been registered as a financial advisor for 2 years.*
Stratos Wealth Advisors, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
*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 John Young 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
Dublin, OH
Beachwood, OH
Pittsburgh, PA
San Diego, CA
Mars, PA
Mars, PA
Metairie, LA
Westport, CT
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.
