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CFP

Adam Rude

Stratos Wealth Partners, LTD
22 Years of Experience
Purchase, NY
Sells Insurance
View SEC Summary
View SEC Summary

Adam Rude is a CFP-designated registered investment advisor at Stratos Wealth Partners, LTD, based in Purchase, NY, with 22 years of industry experience. Adam 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.

Stratos Wealth Partners, LTD
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
384 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

2900 Westchester Ave. Suite 308, Purchase, NY, 10577

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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

Adam operates under several DBAs, including Gayle Lob Financial Strategies and Lob Planning Group. He also works as an agent selling permanent life, long-term care, and disability insurance, dedicating about 10-20% of his time to this activity, and spends a significant amount of time (nearly full-time) on Stratos Private Wealth.

Employment History
Current Registrations
Stratos Wealth Partners, LTD
April 2017 - Present · 9 yrs 6 mos
Previous Registrations
LPL Financial LLCBroker
September 2004 - May 2026 · 21 yrs 8 mos
State Registrations4 states
LANYOHTX
Advisor

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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