Brittany
Scherer

Stratos Wealth Partners, LTD

CRD#6545833
Investment Advisor
in Darien, CT

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About this Advisor

Brittany Scherer is a financial advisor based out of Darien, Connecticut who has 3 years of relevant experience. Scherer is an advisor for Stratos Wealth Partners, LTD. Their career trajectory has included roles at Pace University, Barnum Wealth Management, Mml Investors Services, LLC, Mass Mutual Life Insurance Co, Lpl Financial, LLC, Stratos Wealth Partners, LTD, Interlock Financial, Kestra Investment Services, LLC and Kestra Advisory Services, LLC. Scherer maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Connecticut. Stratos Wealth Partners, LTD is a financial advisory company operating out of Beachwood, OH. The company has offices in 101 locations and a total of 525 financial advisors. It has $10 billion in assets between its 33,863 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 82 charities and foundations. Of its 33,863 client accounts, just 5% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Stratos Wealth Partners, LTD provides a number of services, including 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. Fees billed by Stratos Wealth Partners, LTD likely consist of any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

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

320 Boston Post Road 2Nd Floor
Darien, CT 06820

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Stratos Wealth Partners, LTD Brokerage Details

Total Assets Under Management

$10,316,254,814

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

525

CT Average: 34
Total Number of Accounts

33,863

CT Average: 1,972
Average Account Size

$304,647

CT 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

Brittany Scherer Work History

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

2020 - Present (4 years)

Interlock Financial

2020 - Present (4 years)

Kestra Investment Services, LLC

2020 - Present (4 years)

Kestra Advisory Services, LLC

2019 - 2020 (1 year)

Lpl Financial, LLC

2019 - 2020 (1 year)

Stratos Wealth Partners, LTD

2017 - 2019 (2 years)

Mml Investors Services, LLC

2017 - 2019 (2 years)

Mass Mutual Life Insurance Co

2015 - 2019 (4 years)

Barnum Wealth Management

2011 - 2015 (4 years)

Pace University

*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 Brittany Scherer 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

Jesse Brady
Millis, MA
Luis Camacho
Beachwood, OH
Terrence Mckelvey
Beverly Hills, CA
Philip Garrett
Metairie, LA
Ashley Graham
Westlake, OH
Jessica Lucius
Fostoria, OH
Michael Karder
Hudson, OH
Daniel Scharlach
Angola, IN

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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