Senior Supervisory Principal; Non-Member · Stratos Wealth Partners, LTD
Megan L. Heaton
CRD 5531597 · 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 Megan L. Heaton on its Form ADV as Senior Supervisory Principal; Non-Member. The SEC filings also name Megan at 2 other registered advisers.
Firms and roles
- Stratos Wealth Partners, LTDSenior Supervisory Principal; Non-MemberWealth manager · Beachwood, OH · $19B in regulatory assets
- Stratos Wealth Advisors LLCSenior Supervisory Principal; Non-MemberWealth manager · Beachwood, OH · $5.6B in regulatory assets
- Stratos Investment Management, LLCSenior Supervisory Principal; Non-MemberAsset manager · Beachwood, OH · $3.3B in regulatory assets
AtlasMembers
Megan’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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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
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 Megan 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 Megan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.