Stephen Dzurec
Stephen Dzurec is a registered investment advisor at Stratos Wealth Partners, LTD, based in Avon, OH, with 22 years of industry experience. Stephen 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
36901 American Way, Avon, OH, 44011
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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 ActivitiesSells Insurance
Stephen operates The 4:8 Group and Stratos Wealth Partners as DBAs for his LPL business and runs Stephen Dzurec Financial Planning. He also sells non-variable insurance, provides notary services, and provides investment advisory services through Stratos Wealth Partners, LTD, dedicating full-time hours to these activities.
Employment History
Current Registrations
Stratos Wealth Partners, LTD
LPL Financial LLCBroker
Previous Registrations
Strategic Investment Solutions, INC.
Purshe Kaplan Sterling InvestmentsBroker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Amtrust Investment Services, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations6 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.