TrueAdvisor
TrueAdvisor
JZ
CFP
JZ
CFP

Joseph Zarlinga

Stratos Wealth Partners, LTD
27 Years of Experience
Chagrin Falls, OH
BrokerSells Insurance
View SEC Summary
View SEC Summary

Joseph Zarlinga is a CFP-designated registered investment advisor at Stratos Wealth Partners, LTD, based in Chagrin Falls, OH, with 27 years of industry experience. Joseph 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

35 River Street, Chagrin Falls, OH, 44022

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Joseph owns SARZAR, LLC for payroll purposes and HRZ Management LLC for accounting expenses. He also provides investment advisory services through Stratos Wealth Partners LTD full-time and sells fixed insurance products, dedicating about a quarter of his time to this.

Employment History
Current Registrations
Stratos Wealth Partners, LTD
August 2010 - Present · 16 yrs 2 mos
LPL Financial LLCBroker
February 2009 - Present · 17 yrs 8 mos
Previous Registrations
LPL Financial Corporation
February 2009 - December 2010 · 1 yr 10 mos
Lincoln Financial Advisors Corporation
January 2000 - February 2009 · 9 yrs 1 mo
Lincoln Financial Advisors CorporationBroker
July 1999 - February 2009 · 9 yrs 7 mos
State Registrations27 states
ALARAZCACOFLGAHIILINKYLAMEMIMONCNJNVNYOHORPASCTNTXUTVA
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 Chagrin Falls, OH →All financial advisors in Ohio →