Richard
Nilsen

Stratos Wealth Advisors LLC

CRD#2802003
Investment Advisor
in Alexandria, VA

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About this Advisor

Richard Nilsen is a financial advisor based out of Alexandria, Virginia who has 7 years of relevant experience. Nilsen is on the advisory team at Stratos Wealth Advisors LLC. Nilsen has gained experience at Stratos Wealth Advisors, Cuccinelli For Governor, Summit Wealth Management, LLC, Ashton Royce & Co and Campaign Marketing Services. Nilsen has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Texas and Virginia. Stratos Wealth Advisors LLC is a firm operating out of Beachwood, OH. It has offices in 27 locations and a total of 102 people on staff. It handles $4 billion in assets between its 12,212 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 13 charities and foundations. Of its 12,212 accounts, just 12% are held by high-net-worth investors who have more than $1 million in assets. The firm provides a broad set 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 are based on which services the firm provides the client. However, fee types billed by Stratos Wealth Advisors LLC may include any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 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

Alexandria, VA

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Stratos Wealth Advisors LLC Brokerage Details

Total Assets Under Management

$3,549,414,846

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

102

VA Average: 34
Total Number of Accounts

12,212

VA Average: 1,972
Average Account Size

$290,650

VA 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

Richard Nilsen Work History

Richard has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Stratos Wealth Advisors

2013 - Present (11 years)

Cuccinelli For Governor

2009 - Present (15 years)

Campaign Marketing Services

2013 - 2016 (3 years)

Ashton Royce & Co

2006 - 2013 (7 years)

Summit Wealth Management, 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 Richard Nilsen 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
Phillip Friedman
Beachwood, OH
Dennis Notchick
San Diego, CA
Cassidy Schmidt
Pittsburgh, PA
Paul Saunders
Myrtle Beach, SC
Eric Susi
Dublin, OH
Pierre Villere
Metairie, LA
Nathan Ferrante
Roseville, CA

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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