David Taucher is a CFP-designated registered investment advisor at Stratos Wealth Advisors LLC, based in Pepper Pike, OH, with 22 years of industry experience. David 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.
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 accounts. Fees are negotiable and vary by program, custodian, and investment representative.
Fee Estimator
Location
29525 Chagrin Blvd., Suite 315, Pepper Pike, OH, 44122
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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 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
Previous Registrations
Beacon Financial Advisory LLC
Dakota Wealth, LLC
Springside Partners LLC
Sequoia Financial Advisors, L.L.C.
Rav Financial
State Registrations2 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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