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Chief Financial Officer, Non-Member · Stratos Wealth Partners, LTD

Nancy E. Andrefsky

CRD 5626963 · 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 Nancy E. Andrefsky on its Form ADV as Chief Financial Officer, Non-Member, a control person. The SEC filings also name Nancy at 2 other registered advisers.

Firms and roles

AtlasMembers

Nancy’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
3 firmsLocked
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)

9 more people named with Nancy on the same filings, with titles and firms. Free in Atlas with a free account.

See all 14 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Nancy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.