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CFP

Mark Ventura

Stratos Wealth Partners, LTD
10 Years of Experience
Chagrin Falls, OH
Broker
View SEC Summary
View SEC Summary

Mark Ventura is a CFP-designated registered investment advisor at Stratos Wealth Partners, LTD, based in Chagrin Falls, OH, with 10 years of industry experience. Mark 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
386 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

33 River Street Suite 7, Chagrin Falls, OH, 44022

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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 Activities

Mark operates Whiteblaze Wealth Management as a DBA for his LPL business. He also provides administrative support to Stratos Wealth Partners, an independent investment advisor firm, dedicating full-time hours to this activity.

Employment History
Current Registrations
Stratos Wealth Partners, LTD
October 2023 - Present · 3 yrs
LPL Financial LLCBroker
October 2023 - Present · 3 yrs
Previous Registrations
Morgan Stanley
November 2018 - October 2023 · 4 yrs 11 mos
Morgan StanleyBroker
November 2018 - October 2023 · 4 yrs 11 mos
PNC InvestmentsBroker
April 2018 - November 2018 · 7 mos
PNC Investments
April 2018 - November 2018 · 7 mos
Charles Schwab & CO., INC.
March 2016 - March 2018 · 2 yrs
Charles Schwab & CO., INC.Broker
February 2016 - March 2018 · 2 yrs 1 mo
State Registrations15 states
AZCOCTFLGAILMDMINDNYOHPASCTNTX
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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