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CFP

Kevin Millard

Stratos Wealth Advisors LLC
17 Years of Experience
Philadelphia, PA
1 Disclosure
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Kevin Millard is a CFP-designated registered investment advisor at Stratos Wealth Advisors LLC, based in Philadelphia, PA, with 17 years of industry experience. Kevin 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
—
View Full SEC Brochure

Location

One Liberty Place, 1650 Market Street, 36th Floor, Philadelphia, PA, 19103

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History

Regulatory History (1)
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Customer Dispute
February 2020
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Kevin is a Partner and Wealth Advisor at Emeritus Wealth Management, a Registered Investment Advisor DBA, providing investment advice and financial planning. He dedicates full-time hours to this role, with nearly full-time hours during securities trading hours.

Employment History
Current Registrations
Stratos Wealth Advisors LLC
March 2021 - Present · 5 yrs 7 mos
Previous Registrations
Advice and Planning Services
February 2012 - March 2021 · 9 yrs 1 mo
Tiaa-Cref Individual & Institutional Services, LLCBroker
February 2012 - March 2021 · 9 yrs 1 mo
Morgan Stanley Smith Barney LLC
September 2009 - January 2012 · 2 yrs 4 mos
Morgan Stanley Smith BarneyBroker
September 2009 - January 2012 · 2 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2008 - February 2009 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2008 - February 2009 · 10 mos
AXA Advisors, LLCBroker
January 2008 - February 2008 · 1 mo
State Registrations2 states
PATX
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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