Robert Patti
Robert Patti is a CFP-designated registered investment advisor at Stratos Wealth Partners, LTD, based in Atlanta, GA, with 28 years of industry experience. Robert 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
255 Village Pkwy, Ste 130, Atlanta, GA, 30067
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2020Other Business Activities
Robert provides investment advisory services through Stratos Wealth Partners LTD and Patti Wealth Management, spending about half his time on these activities. He also owns rental real estate, dedicating minimal time to it.
Employment History
Current Registrations
Stratos Wealth Partners, LTD
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLC
Zacks Investment Management, INC.
Zacks & CompanyBroker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Prudential Securities IncorporatedBroker
Dean Witter Reynolds INC.Broker
State Registrations25 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.