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Travis Bentley Smythe

Investment adviser representative at Stratos Investment Management, LLC
13 yearsExperience
2 statesRegistered in
CFADesignation
$3.3BFirm 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 assets

Experience

13 years in the industry.

  1. LPL Financial LLCJan 2024 to now
  2. Stratos Investment Management, LLCNov 2023 to now
  3. Stratos Wealth PartnersOct 2023 to now
  4. Capital OneJul 2019 to Oct 2023
  5. United Income, iNC.Nov 2018 to Jul 2019
  6. Khp Capital, LLCJul 2015 to Nov 2018
  7. Hamilton Financial PartnersMay 2014 to Feb 2019
  8. First Allied Securities Inc.Aug 2013 to Feb 2019

Designations

  • CFA

Exams passed

  • Series 66 · Uniform Combined State Law2014
  • Series 63 · Uniform Securities Agent State Law2024

State registrations

Registered as an investment adviser representative in 2 states (OH, TX).

Stratos Investment Management, LLC

$3.3BAssets managed
3Clients
6Advisers
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
6236173
Firm CRD
283850
Advisor's SEC record (opens in a new tab)
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