Jeffrey Mucci
Jeffrey Mucci is a registered investment advisor at Stratos Wealth Advisors LLC, based in Franklin, TN, with 20 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Insurance Planning, and 2 more. Their firm serves 4,979 clients with $4.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stratos Wealth Advisors (SWA) offers investment management through advisor-managed accounts. You'll pay a management fee, plus transaction charges for each trade. There may be some investments, like certain mutual funds, where you won't pay transaction fees. The maximum annual advisory fee is 2.0% of your portfolio. In some cases, SWA 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 advisor-managed, non-wrap accounts; however, in certain instances, the minimum account size may be lower.
Location
1000 Corporate Centre Drive Suite 140, Franklin, TN, 37067
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2003Other Business Activities
Jeffrey is a Wealth Advisor and Managing Partner at Flagship Financial Advisors since January 2020, providing investment advisory and financial planning services. This requires a full-time commitment, with nearly full-time hours dedicated during securities trading hours.
Employment History
Current Registrations
Stratos Wealth Advisors LLC
Previous Registrations
Financial Engines Advisors L.L.C.
Financial Engines Advisor Center, LLC
The Mutual Fund Store
The Mutual Fund Store
VALIC Financial Advisors, INC.
State Registrations3 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.