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 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 4 more. Their firm serves 21,699 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stratos Wealth Partners (SWP) offers investment management through Strategic Wealth Management (SWM) accounts and other advisor-managed, non-wrap accounts.
With SWM and other advisor-managed, non-wrap accounts, you'll pay an advisory fee to SWP, plus transaction charges for each trade. The maximum annual advisory fee is 2.0% of the assets managed. In limited cases, SWP may apply a flat fee to provide asset management services, but the maximum flat fee will be no more than 2.0% of the assets under management.
A minimum account value of $10,000 is required for SWM and other advisor-managed, non-wrap accounts; however, in certain instances, the minimum account size may be lower.
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 Registrations8 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.