Stephen Byrne
Stephen Byrne is a CFP-designated registered investment advisor at Stratos Wealth Partners, LTD, based in Gulfport, MS, with 42 years of industry experience. Stephen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 9 more. Their firm serves 25,391 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual advisory fee is 2.0% for advisor-managed non-wrap and SWM accounts. Specific program fees may vary up to 3.0% depending on the chosen platform, custodian, or third-party manager.
Fee Estimator
Location
1302 Magnolia Street Unit A2, Gulfport, MS, 39507
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Stephen prepares tax returns and accounting reports for Channel-Capital Financial Group, dedicating about 10-20% of his time. He also writes life, disability, and fixed annuity insurance with various companies, spending minimal time on this activity.
Employment History
Current Registrations
Stratos Wealth Partners, LTD
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Aig Financial Advisors, INC.Broker
Thompson, Diaz, Baxter, Byrne & Assoc., P.A.
Sunamerica Securities, INC.Broker
Linsco/private Ledger CORP.Broker
Transamerica Financial Resources, INC.Broker
Guardian Investor Services CorporationBroker
Royal Alliance Associates, INC.Broker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
Lincoln National Pension Insurance CompanyBroker
Integrated Resources Equity CorporationBroker
State Registrations7 states
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
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