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Anthony Pratt

Stratos Wealth Advisors LLC
26 Years of Experience
Wexford, PA
Sells Insurance
View SEC Summary
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Anthony Pratt is a registered investment advisor at Stratos Wealth Advisors LLC, based in Wexford, PA, with 26 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 5,023 clients with $5.6B in assets under management.

Stratos Wealth Advisors LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
71 advisors
Number of Clients
5,023 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$5.6B

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual advisory fee is 2.0% for advisor-managed non-wrap accounts. Fees are negotiable and vary by program, custodian, and investment representative.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5500 Brooktree Rd, Suite 301, Wexford, PA, 15090

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Anthony is involved with Riverview Wealth Partners, LLC as a DBA for Stratos, spending full-time hours on this. He also participates in a solicitor program with NexTier Wealth Management, dedicating about 10-20% of his time, and is a member of Riverview Tax Partners, LLC, spending a few hours per week on tax preparation.

Employment History
Current Registrations
Stratos Wealth Advisors LLC
July 2018 - Present · 8 yrs 3 mos
Previous Registrations
Citizens Securities, INC.
August 2016 - July 2018 · 1 yr 11 mos
Citizens Securities, INC.Broker
May 2016 - July 2018 · 2 yrs 2 mos
Mbsc, LLCBroker
June 2003 - April 2006 · 2 yrs 10 mos
Mellon Financial Markets, LLCBroker
May 2002 - June 2003 · 1 yr 1 mo
Fis Securities, INC.Broker
October 1992 - May 1997 · 4 yrs 7 mos
International Financial Services Capital CorporationBroker
September 1984 - May 1990 · 5 yrs 8 mos
R. Rowland & CO., IncorporatedBroker
March 1982 - August 1984 · 2 yrs 5 mos
State Registrations1 state
PA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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