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James Robert Caldwell

Stratos Wealth Partners, Ltd.

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About James Robert Caldwell

James Robert Caldwell is a registered investment advisor representative with Stratos Wealth Partners, Ltd. James Caldwell is licensed to provide investment advice in Florida, Ohio and Texas. James Caldwell has been in the industry for more than 15 years, and has a diverse background in financial services. James Caldwell has experience in a variety of areas, including fixed insurance, investment advisory, and portfolio management. James Caldwell is committed to providing his clients with personalized financial advice and guidance. James Caldwell is also a licensed insurance agent and offers a variety of insurance products.

Firm Information

James Caldwell 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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James Caldwell’s Registration & Firm History

FL

09/23/2024 - Present

Stratos Wealth Partners, Ltd. (Vero Beach FL)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Robert Caldwell.
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