Cynthia Edythe Gatlin
Investment adviser representative at Stratos Wealth Partners, Ltd
15 yearsExperience
4 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.
- Stratos Wealth Partners, Ltd.Oct 2025 to now
- Aldrich Wealth LPFeb 2024 to Sep 2025
- UnemployedAug 2023 to Jan 2024
- Northern Trust SecuritiesFeb 2021 to Jul 2023
- Northern Trust BankOct 2020 to Jul 2023
- Capital Management GroupApr 2020 to Oct 2020
- Purshe Kaplan Sterling InvestmentsApr 2020 to Aug 2020
- Hightower Advisers. LLCJul 2019 to Jan 2020
- Delphi Private AdvisorsApr 2018 to Jul 2019
- TdameritradeAug 2017 to Apr 2018
- Morgan Stanley Private Bank, National AssociationMar 2017 to Aug 2017
- Morgan StanleyFeb 2017 to Aug 2017
- Bank of America, N.A.Jan 2012 to Feb 2017
- Merrill Lynch, Pierce, Fenner and Smith IncorporatedAug 2011 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 4 states (CA, MT, 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
- 5978550
- Firm CRD
- 153184