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Daniel Gerry Roberts

Stratos Wealth Advisors LLC

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About Daniel Gerry Roberts

Daniel Roberts is a financial advisor at Stratos Wealth Advisors LLC, a firm headquartered in Beachwood, OH. Daniel has been working in the financial industry for over 23 years. Daniel holds Series 66, SIE and Series 7 licenses and is a Certified Financial Planner. Daniel is registered in Nevada and Texas. Daniel has a strong track record of providing financial planning and investment advisory services to individuals, corporations and other businesses.

Firm Information

Daniel Roberts 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.

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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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Daniel Roberts’s Registration & Firm History

NV

03/28/2024 - Present

Stratos Wealth Advisors LLC (RENO NV)

NV

11/29/2000 - 04/10/2024

RBC CAPITAL MARKETS, LLC (RENO NV)

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Licenses & Designations

BOTH

Issued 01/20/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/28/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Gerry Roberts.
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