Sonya Griffin
Sonya Griffin is a registered investment advisor at Stratos Wealth Partners, LTD, based in Beachwood, OH, with 11 years of industry experience. Sonya 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 Drive Suite 200, Beachwood, OH, 44122
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Regulatory History (1)
Financial
March 2025Other 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
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Pks Advisory Services, LLC
Purshe Kaplan Sterling InvestmentsBroker
State Registrations48 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.