TrueAdvisor
TrueAdvisor
DC
DC

David Collins

Stratos Wealth Partners, LTD
32 Years of Experience
Hagerstown, MD
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

David Collins is a registered investment advisor at Stratos Wealth Partners, LTD, based in Hagerstown, MD, with 32 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 9 more. Their firm serves 25,391 clients with $19B in assets under management.

Stratos Wealth Partners, LTD
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
384 advisors
Number of Clients
25,391 clients
Average Client Portfolio
$734K average
Assets Under Management
$18.6B

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual advisory fee is 2.0% for advisor-managed non-wrap and SWM accounts. Specific program fees may vary up to 3.0% depending on the chosen platform, custodian, or third-party manager.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

119 King Street, Hagerstown, MD, 21740

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2022
Settled
Regulatory
September 2012
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

David works as a fitness instructor, manages rental real estate, and sells non-variable insurance, dedicating minimal time to the fitness instruction and real estate, but about a third of his time to insurance. He also works full-time as an advisor for Legacy Investment Strategies LLC and Integra Wealth Solutions.

Employment History
Current Registrations
Stratos Wealth Partners, LTD
September 2026 - Present · 1 mo
LPL Financial LLCBroker
May 2024 - Present · 2 yrs 5 mos
Legacy Investment Strategies, LLC
April 2024 - Present · 2 yrs 6 mos
Previous Registrations
Crown Capital Securities, L.P.Broker
January 2018 - May 2024 · 6 yrs 4 mos
Crown Capital Securities, L.P.
January 2018 - April 2024 · 6 yrs 3 mos
Cl Wealth Management LLC
July 2017 - February 2018 · 7 mos
Cabot Lodge Securities LLCBroker
June 2017 - February 2018 · 8 mos
Wilbanks Securities, INC.Broker
June 2010 - July 2017 · 7 yrs 1 mo
Wilbanks Securities Advisory
June 2010 - July 2017 · 7 yrs 1 mo
Raymond James Financial Services Advisors, INC
February 2010 - June 2010 · 4 mos
Raymond James Financial Services, INC.Broker
February 2010 - June 2010 · 4 mos
Wilbanks Securities Advisory
April 2005 - February 2010 · 4 yrs 10 mos
Wilbanks Securities, INC.Broker
June 1999 - February 2010 · 10 yrs 8 mos
Eq Financial Consultants, INC.Broker
November 1995 - June 1999 · 3 yrs 7 mos
The Equitable Life Assurance Society of the United StatesBroker
November 1995 - June 1999 · 3 yrs 7 mos
First Maryland Brokerage CorporationBroker
May 1994 - October 1995 · 1 yr 5 mos
T. Rowe Price Investment Services, INC.Broker
February 1994 - April 1994 · 2 mos
State Registrations19 states
ALCACODEFLGAMDMINCNENYOHORPASCTXVAWIWV
AdvisorBrokerBoth

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
No exam information available for this advisor.
More Advisors
More financial advisors in Hagerstown, MD →All financial advisors in Maryland →