Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael A Dibartolomeo

Stratos Wealth Partners, Ltd.

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

About Michael A Dibartolomeo

Michael Dibartolomeo is a financial advisor at Stratos Wealth Partners, Ltd. Michael has over 10 years of experience in the financial services industry. Michael holds the Series 6, 7, 63, and 65 securities licenses as well as the SIE exam. Michael focuses on providing financial planning, portfolio management, and pension consulting services to a diverse clientele.

Firm Information

Michael Dibartolomeo 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.

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

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.

Michael Dibartolomeo’s Registration & Firm History

PA

04/17/2017 - Present

Stratos Wealth Partners, Ltd. (Sewickley PA)

PA

04/10/2015 - 04/07/2016

LPL FINANCIAL LLC (SEWICKLEY PA)

PA

07/08/2014 - 04/06/2015

PNC INVESTMENTS (BUTLER PA)

PA

06/17/2013 - 06/12/2014

PRUCO SECURITIES, LLC. (WEXFORD PA)

Not sure if Michael A Dibartolomeo is right for you?

Licenses & Designations

IA

Issued 09/27/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/31/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/31/2017

Series 7 - General Securities Representative Examination

BC

Issued 06/14/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael A Dibartolomeo.
Not sure if Michael A Dibartolomeo is right for you?