Office of Supervision Jurisdiction; Non-Member · Stratos Wealth Partners, LTD
Marni K. Angus
CRD 5183884 · Named on Form ADV at 3 SEC-registered advisers
At a glance
Stratos Wealth Partners, LTD, an SEC-registered wealth manager based in Beachwood, OH with $18.6 billion in regulatory assets, lists Marni K. Angus on its Form ADV as Office of Supervision Jurisdiction; Non-Member. The SEC filings also name Marni at 2 other registered advisers.
Firms and roles
- Stratos Wealth Partners, LTDOffice of Supervision Jurisdiction; Non-MemberWealth manager · Beachwood, OH · $19B in regulatory assets
- Stratos Wealth Advisors LLCOffice of Supervision Jurisdiction; Non-MemberWealth manager · Beachwood, OH · $5.6B in regulatory assets
- Stratos Investment Management, LLCOffice of Supervisory Jurisdiction; Non-MemberAsset manager · Beachwood, OH · $3.3B in regulatory assets
AtlasMembers
Marni’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 3 firmsLocked
- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (14)
- Jeffrey A. ConcepcionChief Executive Officer, Manager, Stratos Wealth Partners, LTD
- Nancy E. AndrefskyChief Financial Officer, Non-Member, Stratos Wealth Partners, LTD
- Eric A. BeahnDirector of Advisory Compensation, Non-Member, Stratos Wealth Partners, LTD
- Kathryn H. LouttitChief Risk Officer, Stratos Wealth Partners, LTD
- Douglas A. BurnsDirector, Non-Member, Stratos Wealth Partners, LTD
9 more people named with Marni on the same filings, with titles and firms. Free in Atlas with a free account.
See all 14 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Marni’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.