Aaron Allen Reed
Investment adviser representative at Stratos Wealth Advisors LLC
19 yearsExperience
2 statesRegistered in
$5.6BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- Stratos Wealth Advisors, LLCDec 2024 to now
- Imst Distributors, LLCJan 2021 to Oct 2024
- Wcm Investment ManagementSep 2020 to Oct 2024
- Ceros Financial Services, Inc.Jun 2020 to Nov 2020
- Litespeed ManagementJan 2019 to May 2020
- Vp Distributors IncFeb 2009 to Oct 2018
- Kayne Anderson Rudnick Investment Management LLCMay 2007 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Stratos Wealth Advisors LLC
$5.6BAssets managed
5,023Clients
69Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2189934
- Firm CRD
- 283816