Timothy O Shaw
Investment adviser representative at Stratos Wealth Partners, Ltd
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
11 years in the industry.
- Stratos Wealth Partners, Ltd.Mar 2026 to now
- LPL Financial LLCMar 2026 to now
- Composition Wealth, LLCDec 2023 to Mar 2026
- Citigroup Inc.Oct 2015 to Nov 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 6211883
- Firm CRD
- 153184