Clay Kearney
Clay Kearney is a registered investment advisor at Stratos Wealth Partners, LTD, based in Metairie, LA, with 33 years of industry experience. Clay 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
3223 8th St. #203, Metairie, LA, 70002
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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
Clay is involved in several business entities, including Conseillers LLC, Kearney Investments LLC, King Elmwood LLC, Historic Holdings LLC, Delacoix Fishing Club LLC, Car Wash Blues LLC, Delacroix Triton LLC, and Uptown Gas Station LLC, primarily for tax/investment purposes. Clay also works full-time at Stratos Wealth Partners and Stratos Wealth Management as an IAR, and spends minimal time as an agent for non-variable insurance through Stratos Wealth Partners, Ltd.
Employment History
Current Registrations
Stratos Wealth Partners, LTD
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
LPL Financial LLC
Capital One Advisors, LLC
Capital One Investing, LLCBroker
Capital One Financial Advisors LLC
Capital One Investment Services LLCBroker
Hibernia Investments, L.L.C.
Capital One Investments, LLCBroker
Marquis Investments, L.L.C.Broker
State Registrations18 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.