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Andrew Shamy

Stratos Wealth Advisors LLC
11 Years of Experience
Philadelphia, PA
View SEC Summary
View SEC Summary

Andrew Shamy is a registered investment advisor at Stratos Wealth Advisors LLC, based in Philadelphia, PA, with 11 years of industry experience. Andrew 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

1650 Market Street, 36th Floor, Philadelphia, PA, 19103

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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

Andrew works as an Operations Manager for Emeritus Wealth Partners, a Registered Investment Advisor, providing investment advisory and financial planning services. This role takes nearly full-time hours.

Employment History
Current Registrations
Stratos Wealth Advisors LLC
January 2025 - Present · 1 yr 9 mos
Previous Registrations
Advice and Planning Services
July 2013 - November 2020 · 7 yrs 4 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
June 2011 - November 2020 · 9 yrs 5 mos
State Registrations1 state
PA
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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