JW
JW

Justin Widomski

4 Years of Experience
Darien, CT
Broker

Justin Widomski is a registered investment advisor at Stratos Wealth Partners, LTD, based in Darien, CT, with 4 years of industry experience. Justin 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
376 advisors
Number of Clients
21,699 clients
Average Client Portfolio
$667K average
Assets Under Management
$14.5B

Fee Structure

Minimum Investment:$10K

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.

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Location

320 Boston Post Road, 2nd Floor, Darien, CT, 06820

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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

Justin officiates soccer games in CT and MA, dedicating a few hours per week to this non-investment related activity. He also operates under the DBAs Twenty Four Wealth and Twenty Four Wealth / Registered Investment Advisor, spending full-time hours on these investment-related activities.

Employment History
Current Registrations
Stratos Wealth Partners, LTD
December 2023 - Present · 2 yrs 5 mos
LPL Financial LLCBroker
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
MML Investors Services, LLC
March 2022 - August 2023 · 1 yr 5 mos
MML Investors Services, LLCBroker
October 2021 - August 2023 · 1 yr 10 mos
State Registrations1 state
CT
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.