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Shauni Rae Siddoway

Investment adviser representative at Stratos Wealth Partners, Ltd
15 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

15 years in the industry.

  1. Stratos Wealth Partners, Ltd.Feb 2022 to now
  2. LPL Financial LLCFeb 2022 to now
  3. Wells Fargo Clearing Services, LLCNov 2016 to Feb 2022
  4. Wells Fargo Advisors LLCJan 2011 to Nov 2016

Exams passed

  • Series 66 · Uniform Combined State Law2007

State registrations

Registered as an investment adviser representative in 2 states (TX, UT).

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
4620955
Firm CRD
153184
Advisor's SEC record (opens in a new tab)
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