Joseph Swiderski is a CFP-designated registered investment advisor at Stratos Wealth Advisors LLC, based in Beachwood, OH, with 4 years of industry experience. Joseph 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 6 more. Their firm serves 5,023 clients with $5.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual advisory fee is 2.0% for advisor-managed non-wrap accounts. Fees are negotiable and vary by program, custodian, and investment representative.
Fee Estimator
Location
3750 Park East Drive, Suite 200, Beachwood, OH, 44122
Get directionsHistory
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 Activities
Joseph is a board member and treasurer for Catholic Charities Diocese of Cleveland, a non-profit organization, since 2016. He dedicates a few hours per week to this role.
Employment History
Current Registrations
Stratos Wealth Advisors LLC
Previous Registrations
Mcdonald Investments INC.
State Registrations1 state
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
More Advisors
- Larry SillsStratos Wealth Advisors LLC
- Kery Hutner, CFPWells Fargo Advisors
- Chad Schleh, CFPSequoia Financial Group, L.L.C.
- Jason Cohen, CFPStratos Wealth Partners, LTD
- Kristan Preston, CFPSequoia Financial Group, L.L.C.
- Joseph Tranchini, CFPStratos Wealth Partners, LTD