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Scott Kinsell

Stratos Wealth Partners, LTD
29 Years of Experience
Beachwood, OH
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Scott Kinsell is a registered investment advisor at Stratos Wealth Partners, LTD, based in Beachwood, OH, with 29 years of industry experience. Scott 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 #200, Suite 100, Beachwood, OH, 44122

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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
February 2011
Denied
Customer Dispute
November 2005
Denied
View Full SEC ReportHow to Read Disclosures
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 10 mos
LPL Financial LLCBroker
December 2010 - Present · 15 yrs 10 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. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
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.
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