James C Picolo
Investment adviser representative at Stratos Wealth Advisors LLC
20 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
20 years in the industry.
- Stratos Wealth Advisors, LLCApr 2023 to now
- Stratos Wealth Partners, LtdNov 2017 to Nov 2023
- LPL Financial LLCNov 2017 to May 2023
- MML Investors Services, LLCMar 2017 to Nov 2017
- Mass Mutual Life Insurance CompanyJul 2016 to Nov 2017
- MetlifeJan 2006 to Mar 2017
- Metlife ResourcesJan 2006 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
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
- 4445794
- Firm CRD
- 283816