SG
SG

Sonya Griffin

12 Years of Experience
Rensselaer, NY
1 DisclosureBroker

Sonya Griffin is a registered investment advisor at Stratos Wealth Partners, LTD, based in Rensselaer, NY, with 12 years of industry experience. Sonya 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.

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
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Location

Rensselaer, NY

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History

Regulatory History (1)
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Financial
March 2025
Final
Other Business Activities

Sonya operates her LPL business under the DBA Stratos Wealth Partners. She also owns Stella's Handy Helpers LLC, dedicating minimal time to this non-investment related activity.

Employment History
Current Registrations
Stratos Wealth Partners, LTD
April 2025 - Present · 1 yr 6 mos
LPL Financial LLC
March 2025 - Present · 1 yr 7 mos
LPL Financial LLCBroker
March 2025 - Present · 1 yr 7 mos
Previous Registrations
Pks Advisory Services, LLC
August 2019 - April 2023 · 3 yrs 8 mos
Purshe Kaplan Sterling InvestmentsBroker
August 2012 - April 2023 · 10 yrs 8 mos
State Registrations48 states
AKARAZCACOCTDCDEFLGAHIIAIDILINKSLAMDMEMNMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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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