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Edward Wilson

Stratos Wealth Partners, LTD
50 Years of Experience
Hudson, OH
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Edward Wilson is a registered investment advisor at Stratos Wealth Partners, LTD, based in Hudson, OH, with 50 years of industry experience. Edward 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
386 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

89 First Street, Suite 212, Hudson, OH, 44236

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2006
Closed-No Action
Customer Dispute
October 2001
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Edward does business as Stratos Wealth Partners, Ltd and sells fixed lines of business. He also provides investment advisory services through Stratos Wealth Partners LTD, dedicating full-time hours to this activity, and is involved with Wilson Settlement Consulting, spending minimal time on it.

Employment History
Current Registrations
Stratos Wealth Partners, LTD
August 2010 - Present · 16 yrs 2 mos
LPL Financial LLCBroker
March 2010 - Present · 16 yrs 7 mos
Previous Registrations
LPL Financial Corporation
April 2010 - December 2010 · 8 mos
Morgan Stanley Smith BarneyBroker
June 2009 - April 2010 · 10 mos
Morgan Stanley Smith Barney LLC
June 2009 - April 2010 · 10 mos
Citigroup Global Markets INC.
September 2003 - June 2009 · 5 yrs 9 mos
Citigroup Global Markets INC.Broker
August 2003 - June 2009 · 5 yrs 10 mos
UBS Financial Services INC.Broker
August 1993 - August 2003 · 10 yrs
UBS Financial Services INC.
August 1993 - August 2003 · 10 yrs
Kidder, Peabody & CO. IncorporatedBroker
October 1979 - September 1993 · 13 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1978 - November 1979 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
November 1975 - September 1978 · 2 yrs 10 mos
State Registrations6 states
LAMDOHPASCTX
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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