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FINANCE & COMMISSIONS

The Finance Department provides commission support to advisors on both the broker/dealer and the RIA platforms. We assist advisors to escalate any issues within the LPL commission process that they cannot resolve on their own. RIA advisor compensation is processed and paid by Stratos. We provide a separate website for the RIA statements and a dedicated person to handle any questions an advisor may have with regards to his/her statements.

 

AT-A-GLANCE
 

  • Process and pay RIA advisor compensation

  • Assist advisors with escalation issues within the LPL commission process

  • Provides centralized billing for procurement of benefits and equipment

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Chief Financial Officer

Chief Operating Officer

Nancy Andrefsky

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Controller

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Karen Miltner

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Senior Accountant

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Alex Green

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Commissions/Fees Specialist

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Martina Roberts

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Accounting Associate

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Heidi Wayner

Stratos Wealth Partners Logo - Orange Su

25201 Chagrin Boulevard, Suite 375 - Beachwood, OH 44122

Office: (440) 505-5627 - Fax: (440) 505-5717​​​ - email: dpuruczky@stratoswp.com

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FORM CRS

 

Financial Form CRS

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Check the background of your financial professional on FINRA's BrokerCheck.

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Securities offered through LPL Financial, member FINRA/SIPC. 

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

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Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor and a separate entity from LPL Financial. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, ME, MD, MI, MN, MO, MS, MT, ND, NE, NH, NJ, NC, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV and WY

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