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CFP
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CFP

Haad Majied

Stratos Wealth Advisors LLC
19 Years of Experience
Mint Hill, NC
Sells Insurance
View SEC Summary
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Haad Majied is a CFP-designated registered investment advisor at Stratos Wealth Advisors LLC, based in Mint Hill, NC, with 19 years of industry experience. Haad 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.

Stratos Wealth Advisors LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
71 advisors
Number of Clients
5,023 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$5.6B

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 accounts. Fees are negotiable and vary by program, custodian, and investment representative.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Mint Hill, NC

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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

Haad owns Majied Properties LLC, a real estate business, since 2012, dedicating minimal time to it. He also sells life insurance through Majied Financial Group, LLC, spending about a quarter of his time on this activity.

Employment History
Current Registrations
Stratos Wealth Advisors LLC
September 2018 - Present · 8 yrs 1 mo
Previous Registrations
Strategic Advisers, INC.
December 2011 - February 2017 · 5 yrs 2 mos
Fidelity Brokerage Services LLCBroker
December 2011 - February 2017 · 5 yrs 2 mos
Ameriprise Financial Services, INC.
February 2006 - November 2011 · 5 yrs 9 mos
Ameriprise Financial Services, INC.Broker
February 2006 - November 2011 · 5 yrs 9 mos
State Registrations3 states
NCOHTX
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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