David Albin is a registered investment advisor at Stratos Wealth Partners, LTD, based in Beachwood, OH, with 14 years of industry experience. David 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 4 more. Their firm serves 21,699 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stratos Wealth Partners (SWP) offers investment management through Strategic Wealth Management (SWM) accounts and other advisor-managed, non-wrap accounts.
With SWM and other advisor-managed, non-wrap accounts, you'll pay an advisory fee to SWP, plus transaction charges for each trade. The maximum annual advisory fee is 2.0% of the assets managed. In limited cases, SWP may apply a flat fee to provide asset management services, but the maximum flat fee will be no more than 2.0% of the assets under management.
A minimum account value of $10,000 is required for SWM and other advisor-managed, non-wrap accounts; however, in certain instances, the minimum account size may be lower.
Location
3750 Park East Dr Ste 200, Beachwood, OH, 44122
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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.
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David is involved in several business activities, including QFG Enterprises, howtopreventratsfromeatingcarwires.com, and Let's Get Them Rats, each taking minimal time. He also dedicates full-time hours to providing investment advisory services through Stratos Wealth Partners, LTD and works with DeepThink Labs for technology services a few hours per week.
Employment History
Current Registrations
Stratos Wealth Partners, LTD
LPL Financial LLCBroker
Previous Registrations
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Cetera Advisors LLCBroker
Summit Brokerage Services, INC.Broker
Cetera Investment Services LLCBroker
Girard Securities, INC.Broker
Vsr Financial Services, INC.Broker
Cetera Advisor Networks LLCBroker
Cetera Investment Management LLC
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
American Investors CompanyBroker
First Investors CorporationBroker
State Registrations50 states
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.