AS
CFP
AS
CFP

Alyson Taillon Schafer

4 Years of Experience
Areas of Practice
Retirement PlanningFinancial Planning & CoachingEducation PlanningEstate PlanningTax PlanningInsurance PlanningBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
71 advisors
Number of Clients
4,979 clients
Average Client Portfolio
$985K average
Assets Under Management
$4.9B

Fee Structure

Minimum Investment:$10K
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Location

10615 Professional Circle Suite 206 , Nevada 8, Reno, NV, 89521

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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

Alyson works as a Client Service Specialist for Reno Tahoe Wealth Management, a registered investment advisor, providing investment advisory and financial planning services. This takes nearly full-time, with slightly less time spent during securities trading hours.

Employment History
Current Registrations
Stratos Wealth Advisors LLC
August 2024 - Present · 1 yr 6 mos
Previous Registrations
RBC Capital Markets, LLC
December 2020 - April 2024 · 3 yrs 4 mos
RBC Capital Markets, LLCBroker
October 2020 - April 2024 · 3 yrs 6 mos
State Registrations1 state
NV
Advisor
Exams
No exam information available for this advisor.