Terrence Mckelvey is a ChFC-designated registered investment advisor at Stratos Wealth Partners, LTD, based in Buffalo, NY, with 15 years of industry experience. Terrence operates on a fee-only basis, meaning they do not earn commissions from product sales. 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
181 Franklin St., #302, Buffalo, NY, 14202
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Regulatory History
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 Activities
Terrence is an actor and owner/sole proprietor since 2023, dedicating about 10-20% of his time to this activity. He also provides consulting services related to financial software and client interaction techniques, dedicating minimal time.
Employment History
Current Registrations
Stratos Wealth Partners, LTD
Previous Registrations
The Mutual Fund Store
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations5 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.
Exams
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