John Daniel Traut
Investment adviser representative at Stratos Wealth Partners, Ltd
14 yearsExperience
2 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
14 years in the industry.
- Stratos Wealth Partners, Ltd.May 2023 to now
- LPL FinancialMay 2023 to now
- New York Fire DepartmentSep 2022 to now
- Oppenheimer & Co. Inc.Feb 2020 to Dec 2022
- Bank of America, N.A.Oct 2017 to Feb 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2017 to Feb 2020
- AXA Advisors, LLC.Jan 2017 to Sep 2017
- UnemployedJan 2017 to Jan 2017
- Suny New PaltzAug 2012 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
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
- 6676325
- Firm CRD
- 153184