Stratos Wealth Partners News and Activities

View the org chart displaying its 24 main executives

Most searched biographies at Stratos Wealth Partners

• Jeff Concepcion, Founder and Chief Executive Officer
• Charis Jones, Chief Operating Officer, Head of Supervision
• Daniel Jacoby, Head of Third Party Diligence

Popular executive movements at Stratos Wealth Partners

• Phil Nuttall, Chief Operating Officer, has left the company  (posted on October 10 2025).
• Charis Jones has joined the company as Chief Operating Officer, Head of Supervision  (posted on October 10 2025).

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Stratos Wealth Partners has 4,102 competitors including Fidelity (United States (USA)), USAA (United States (USA)) and American Express (United States (USA)).

Popular M&A news in Financial Services

• The new name of Paymark is Cuscal Paymark. (posted on June 5 2026).
• Twinco Capital has just announced a $192 Million fundraising (posted on June 4 2026).
• Santander UK has acquired TSB Bank (posted on June 4 2026).

Popular contacts in Financial Services

• Kuldeep Billan - Chief Executive Officer and Director at Automotive Finco Corp
• Stephen Deckoff - Managing Principal at Black Diamond Capital Management
• Michael Miebach - Chief Executive Officer at MasterCard

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