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Carly Christine Gold

Stratos Wealth Partners, Ltd.

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About Carly Christine Gold

Carly Christine Gold is a registered investment advisor representative with Stratos Wealth Partners, Ltd. Carly has been in the financial services industry since 2022. She is licensed in California. Carly holds the Series 66, Series 7TO, and SIE licenses. Carly is also a registered investment advisor representative with Stratos Wealth Partners and Rooted Advisory Group.

Firm Information

Carly Gold 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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Carly Gold’s Registration & Firm History

CA

10/02/2024 - Present

Stratos Wealth Partners, Ltd. (Irvine CA)

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Licenses & Designations

BOTH

Issued 12/02/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/24/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/11/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Carly Christine Gold.
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