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Albert Segura

Stratos Wealth Partners, LTD
14 Years of Experience
Beverly Hills, CA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Albert Segura is a registered investment advisor at Stratos Wealth Partners, LTD, based in Beverly Hills, CA, with 14 years of industry experience. Albert 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
384 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

9800 Wilshire Blvd, Beverly Hills, CA, 90212

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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 ActivitiesSells Insurance

Albert is involved in several outside business activities. These include non-variable insurance, real estate rental through multiple LLCs, a DBA for LPL business, and providing investment advisory services through Stratos Wealth Partners, LTD, which takes a full-time commitment.

Employment History
Current Registrations
Stratos Wealth Partners, LTD
April 2021 - Present · 5 yrs 6 mos
LPL Financial LLCBroker
April 2021 - Present · 5 yrs 6 mos
LPL Financial LLC
April 2021 - Present · 5 yrs 6 mos
Previous Registrations
LPL Financial LLC
May 2025 - July 2026 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2012 - March 2021 · 8 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2012 - March 2021 · 8 yrs 8 mos
State Registrations10 states
CAFLHILANJNVNYTXVAWA
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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