Michael Beloff
Michael Beloff is a CFP, ChFC-designated registered investment advisor at Stratos Wealth Partners, LTD, based in Stamford, CT, with 24 years of industry experience. Michael 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
Stamford, CT
Get directionsHistory
Regulatory History (3)
Customer Dispute
May 2008Customer Dispute
March 2008Customer Dispute
February 2008Other Business ActivitiesSells Insurance
Michael is involved in several investment-related activities, including DBAs for LPL business and serving as an IAR for Stratos Wealth Partners, LTD, dedicating full-time hours to these endeavors. He also serves as a non-profit board member for the First Selectman's Advisory Committee for People with Disabilities, requiring minimal time.
Employment History
Current Registrations
Stratos Wealth Partners, LTD
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
MML Investors Services, LLCBroker
MML Investors Services, LLC
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley Dw INC.Broker
Morgan Stanley
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations12 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.