Joseph Cappello Santomieri
Investment adviser representative at Stratos Wealth Partners, Ltd
24 yearsExperience
2 statesRegistered in
$18.6BFirm assets
16 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
24 years in the industry.
- Stratos Wealth Partners, LtdFeb 2024 to now
- LPL FinancialFeb 2024 to now
- Royal Alliance Associates, Inc.Nov 2018 to Feb 2024
- Signator InvestorsNov 2004 to Nov 2018
- Milpitas Unified School DistrictSep 2002 to Jun 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law1998
- Series 63 · Uniform Securities Agent State Law1998
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Stratos Wealth Partners, Ltd
$18.6BAssets managed
25,391Clients
379Advisers
16 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
- 3106521
- Firm CRD
- 153184