linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Aaron Allen Reed

Stratos Wealth Advisors LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Aaron? Claim Your Profile

About Aaron Allen Reed

Aaron Allen Reed is a financial advisor with Stratos Wealth Advisors LLC. Aaron has been in the financial services industry since 1995. Aaron is registered with the state of Ohio and Texas. Aaron specializes in Retirement Planning, Estate Planning, Insurance Planning and College Savings Planning. The advisor is affiliated with Retirement Corporation of America.

Firm Information

Aaron Reed is currently registered with Stratos Wealth Advisors LLC. Stratos Wealth Advisors LLC is an investment advisory firm based in BEACHWOOD, OH. The firm manages $4.21 billion in assets for a variety of clients, including high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies. They offer a range of services including financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals. The firm is registered with the SEC and has a total of 104 employees, including 66 investment adviser representatives.
Stratos Wealth Advisors LLC

3750 PARK EAST DRIVE

BEACHWOOD, OH 44122

$4.21B

Assets Under Management

7

Total Clients

66

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Percentage of assets under management with third party managers

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Aaron Reed’s Registration & Firm History

OH

12/05/2024 - Present

Stratos Wealth Advisors LLC (Cincinnati OH)

MD

06/26/2020 - 11/20/2020

CEROS FINANCIAL SERVICES, INC. (ROCKVILLE MD)

CT

11/29/2007 - 11/07/2018

VP DISTRIBUTORS LLC (HARTFORD CT)

IL

09/07/2004 - 05/16/2007

NUVEEN INVESTMENTS, LLC (CHICAGO IL)

NY

10/17/2003 - 09/02/2004

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

MA

02/02/1999 - 01/16/2003

MFS FUND DISTRIBUTORS, INC. (BOSTON MA)

CA

03/18/1996 - 02/01/1999

NICHOLAS-APPLEGATE SECURITIES (A CALIFORNIA LIMITED PARTNERSHIP) (SAN DIEGO CA)

NY

12/11/1991 - 02/27/1996

SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)

Not sure if Aaron Allen Reed is right for you?

Licenses & Designations

IA

Issued 01/16/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/17/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/08/1994

Series 7 - General Securities Representative Examination

BC

Issued 12/10/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Aaron Allen Reed.
Not sure if Aaron Allen Reed is right for you?