Cooper Grady
Investment adviser representative at Stratos Wealth Partners, Ltd
12 yearsExperience
3 statesRegistered in
CFP® certification, ChFC®Designations
$18.6BFirm assets
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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
12 years in the industry.
- LPL Financial LLCJun 2026 to now
- Stratos Wealth Partners, LtdJan 2024 to now
- Advisor GroupJun 2022 to Feb 2024
- Marathon Financial GroupJul 2020 to Jun 2022
- Robert GormanOct 2014 to Jul 2020
- Northwestern Mutual Investment Services, LLCJan 2014 to Feb 2018
Designations
- CFP® certification
- ChFC®
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 3 states (CA, MN, SC).
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
- 6146255
- Firm CRD
- 153184