Thomas Connaughton Schmidt
Investment adviser representative at Stratos Wealth Partners, Ltd
29 yearsExperience
2 statesRegistered in
PFS, CFP® certificationDesignations
$18.6BFirm assets
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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
29 years in the industry.
- Stratos Wealth Partners, Ltd.Nov 2022 to now
- Velocity Business AdvisorsJan 2018 to now
- Avl/wealthcare, LLCApr 2019 to Nov 2022
- Lan Holdings, LLC dba Heritage Financial GroupSep 2014 to Apr 2019
- Premier Directional DrillingSep 2014 to Oct 2017
- Thomas C Schmidt, Sr.Jun 1997 to Jan 2018
Designations
- PFS
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 2 states (MS, 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
- 4061394
- Firm CRD
- 153184