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JT
CFP
JT
CFP

Joseph Tranchini

Stratos Wealth Partners, LTD
7 Years of Experience
Beachwood, OH
Broker
View SEC Summary
View SEC Summary

Joseph Tranchini is a CFP-designated registered investment advisor at Stratos Wealth Partners, LTD, based in Beachwood, OH, with 7 years of industry experience. Joseph 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

3750 Park East Drive, Suite 200, Beachwood, OH, 44122

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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

Joseph works with Stratos Wealth Partners and Wealth Advocate Group, both investment-related businesses, dedicating a full-time commitment to Stratos Wealth Partners. He spends about a quarter of his time with Wealth Advocate Group LLC.

Employment History
Current Registrations
Stratos Wealth Partners, LTD
February 2019 - Present · 7 yrs 8 mos
LPL Financial LLC
January 2019 - Present · 7 yrs 9 mos
LPL Financial LLCBroker
January 2019 - Present · 7 yrs 9 mos
State Registrations2 states
OHPA
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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