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CFP · ChFC
RS
CFP · ChFC

Robert Steinfeld

Stratos Wealth Partners, LTD
22 Years of Experience
Metairie, LA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Robert Steinfeld is a CFP, ChFC-designated registered investment advisor at Stratos Wealth Partners, LTD, based in Metairie, LA, with 22 years of industry experience. Robert 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

3223 8th Street, Suite 203, Metairie, LA, 70002

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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.

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Other Business ActivitiesSells Insurance

Robert operates his LPL business through Stratos Wealth Partners and provides investment advisory services through Stratos Wealth Partners, Ltd., spending nearly full-time on these activities. He also sells non-variable insurance, including life, accident, health, and dental, dedicating about 10-20% of his time to this.

Employment History
Current Registrations
Stratos Wealth Partners, LTD
December 2017 - Present · 8 yrs 10 mos
LPL Financial LLCBroker
December 2017 - Present · 8 yrs 10 mos
Previous Registrations
LPL Financial LLC
July 2025 - July 2026 · 1 yr
LPL Financial LLC
January 2018 - October 2020 · 2 yrs 9 mos
MML Investors Services, LLCBroker
March 2017 - December 2017 · 9 mos
MML Investors Services, LLC
March 2017 - December 2017 · 9 mos
Msi Financial Services, INC.
May 2005 - March 2017 · 11 yrs 10 mos
Msi Financial Services, INC.Broker
February 2005 - March 2017 · 12 yrs 1 mo
Metropolitan Life Insurance CompanyBroker
February 2005 - July 2007 · 2 yrs 5 mos
New England SecuritiesBroker
January 2004 - March 2005 · 1 yr 2 mos
State Registrations13 states
ALCACODCFLGALAMEMNMSNCTXVA
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.
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