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Andrew Paul Mercer

Stratos Wealth Partners, Ltd.

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About Andrew Paul Mercer

Andrew Mercer is a financial advisor with Stratos Wealth Partners, Ltd. Andrew has been in the financial services industry since March 2002. Andrew is registered in 28 states and is Series 6, 7, 24, 63 and 65 licensed.

Firm Information

Andrew Mercer is currently registered with Stratos Wealth Partners, Ltd.. Stratos Wealth Partners, Ltd. is a wealth management firm headquartered in Beachwood, Ohio, with a nationwide presence. They provide financial planning, portfolio management, and pension consulting services to individuals, businesses, charitable organizations, insurance companies, and other financial institutions. The firm manages over $12 billion in assets for 37,396 clients.
Stratos Wealth Partners, Ltd.

3750 PARK EAST DR

BEACHWOOD, OH 44122

$12.53B

Assets Under Management

173

Total Clients

285

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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fixed fees

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

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percentage of assets

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

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other

Percentage of assets under management with third party managers

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Andrew Mercer’s Registration & Firm History

MD

03/16/2016 - Present

Stratos Wealth Partners, Ltd. (Frederick MD)

MD

08/19/2002 - 10/09/2007

UVEST FINANCIAL SERVICES GROUP, INC. (OLNEY MD)

PA

02/12/2001 - 07/12/2001

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

BC

Issued 05/06/2005

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/01/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/07/2004

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/05/2003

Series 7 - General Securities Representative Examination

BC

Issued 02/09/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew Paul Mercer.
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