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Samer Hilal

Stratos Wealth Partners, LTD
31 Years of Experience
Beachwood, OH
1 DisclosureBrokerSells Insurance
View SEC Summary
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Samer Hilal is a registered investment advisor at Stratos Wealth Partners, LTD, based in Beachwood, OH, with 31 years of industry experience. Samer 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
386 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

3750 Park East Drive, Suite 200, Beachwood, OH, 44122

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History

Regulatory History (1)
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.
Employment Separation After Allegations
May 2020
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Samer works full-time at Stratos Wealth Partners and Stratos Wealth Partners, LTD as an investment advisor. He also has several insurance-related activities, including The Ohio State Life Insurance Company, Berson-Sokol Agency, Inc, and Cleveland Insurance Solutions Group LLC, taking minimal time for each.

Employment History
Current Registrations
Stratos Wealth Partners, LTD
July 2020 - Present · 6 yrs 3 mos
LPL Financial LLC
July 2020 - Present · 6 yrs 3 mos
LPL Financial LLCBroker
July 2020 - Present · 6 yrs 3 mos
Previous Registrations
LPL Financial LLC
August 2025 - July 2026 · 11 mos
J.P. Morgan Securities LLCBroker
October 2012 - June 2020 · 7 yrs 8 mos
J.P. Morgan Securities LLC
October 2012 - June 2020 · 7 yrs 8 mos
Chase Investment Services CORP.
September 2005 - October 2012 · 7 yrs 1 mo
Chase Investment Services CORP.Broker
September 2005 - October 2012 · 7 yrs 1 mo
Morgan Stanley
April 2001 - August 2005 · 4 yrs 4 mos
Morgan Stanley Dw INC.Broker
August 1995 - August 2005 · 10 yrs
State Registrations10 states
CAFLMAMDMSNJNYOHPATX
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.
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