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Scott Kinsell

29 Years of Experience
Beachwood, OH
2 DisclosuresBrokerSells Insurance

Scott Kinsell is a registered investment advisor at Stratos Wealth Partners, LTD, based in Beachwood, OH, with 29 years of industry experience. Scott 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
376 advisors
Number of Clients
21,699 clients
Average Client Portfolio
$667K average
Assets Under Management
$14.5B

Fee Structure

Minimum Investment:$10K

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.

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Location

3750 Park East Drive #200, Suite 100, Beachwood, OH, 44122

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History

Regulatory History (2)
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Customer Dispute
February 2011
Denied
Customer Dispute
November 2005
Denied
Other Business ActivitiesSells Insurance

Scott is affiliated with Stratos Wealth Partners, LTD as an investment advisor and also sells fixed insurance products, dedicating about 10-20% of his time to insurance sales. He also owns Scott Kinsell LLC, a business entity used for tax/investment purposes related to his LPL Financial activities, requiring minimal time.

Employment History
Current Registrations
Stratos Wealth Partners, LTD
December 2010 - Present · 15 yrs 9 mos
LPL Financial LLCBroker
December 2010 - Present · 15 yrs 9 mos
Previous Registrations
Morgan Stanley Smith Barney LLC
June 2009 - December 2010 · 1 yr 6 mos
Morgan Stanley Smith BarneyBroker
June 2009 - December 2010 · 1 yr 6 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
April 2001 - April 2007 · 6 yrs
Morgan Stanley Dw INC.Broker
January 1997 - April 2007 · 10 yrs 3 mos
State Registrations18 states
ARAZCOFLGAILLAMAMINCNJNMNYOHPASCTXVA
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.