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CFP
DT
CFP

David Taucher

Stratos Wealth Advisors LLC
21 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningFinancial Planning & CoachingEducation PlanningEstate PlanningTax PlanningInsurance PlanningBusiness Owners
Stratos Wealth Advisors LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
71 advisors
Number of Clients
4,979 clients
Average Client Portfolio
$985K average
Assets Under Management
$4.9B

Fee Structure

Minimum Investment:$10K

Location

29525 Chagrin Blvd., Suite 305, Pepper Pike, OH, 44122

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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 Activities

David operates as a Registered Investment Advisor under the DBA Pistone Wealth Advisors. This activity is investment-related.

Employment History
Current Registrations
Stratos Wealth Advisors LLC
December 2023 - Present · 2 yrs 2 mos
Previous Registrations
Beacon Financial Advisory LLC
April 2020 - December 2023 · 3 yrs 8 mos
Dakota Wealth, LLC
July 2019 - December 2019 · 5 mos
Springside Partners LLC
April 2019 - November 2019 · 7 mos
Sequoia Financial Advisors, L.L.C.
October 2016 - April 2019 · 2 yrs 6 mos
Rav Financial
May 2004 - October 2016 · 12 yrs 5 mos
State Registrations2 states
OHTX
Advisor
Exams
No exam information available for this advisor.