Andrew David Smith
Investment adviser representative at Stratos Wealth Advisors LLC
14 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
14 years in the industry.
- Stratos Wealth Advisors LLCNov 2018 to now
- Financial Engines Advisors L.L.C.Nov 2016 to Nov 2018
- Tmfs Advisors, LLCNov 2012 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2012
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
- 5313987
- Firm CRD
- 283816