Robert F Burchetta
Investment adviser representative at Stratos Wealth Partners, Ltd
10 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
10 years in the industry.
- Stratos Wealth Partners, Ltd.Jul 2026 to now
- LPL Financial LLCJul 2026 to now
- Sei InvestmentsNov 2023 to Jul 2026
- Morgan StanleyJan 2021 to Oct 2023
- Bank of America, N.A.Jul 2020 to Jan 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2020 to Jan 2021
- Morgan StanleySep 2016 to Mar 2020
- Morgan Stanley Private Bank, N.A.Sep 2016 to Mar 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (MD, OH).
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
- 5252860
- Firm CRD
- 153184