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Anthony Veiga

Stratos Wealth Partners, LTD
21 Years of Experience
Ridgefield, CT
BrokerSells Insurance
View SEC Summary
View SEC Summary

Anthony Veiga is a CFP-designated registered investment advisor at Stratos Wealth Partners, LTD, based in Ridgefield, CT, with 21 years of industry experience. Anthony 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
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

109 Danbury Road Ste 4, Ridgefield, CT, 06877

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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

Anthony is involved in several business activities, including non-variable insurance sales with Jackson National, SBG, and Empire Wealth Strategies/Penn Mutual, dedicating minimal time to each. He also volunteers as a firefighter and provides investment advisory services through Stratos Wealth Partners, spending a full-time equivalent on this activity.

Employment History
Current Registrations
Stratos Wealth Partners, LTD
May 2022 - Present · 4 yrs 5 mos
LPL Financial LLC
June 2018 - Present · 8 yrs 4 mos
LPL Financial LLCBroker
June 2018 - Present · 8 yrs 4 mos
Previous Registrations
LPL Financial LLC
June 2018 - August 2022 · 4 yrs 2 mos
Wells Fargo Clearing Services, LLC
February 2008 - June 2018 · 10 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
April 2006 - June 2018 · 12 yrs 2 mos
Casimir Capital L.P.Broker
July 2005 - March 2006 · 8 mos
State Registrations13 states
AZCTDEFLGANCNJNYSCTXVAWAWI
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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