William Coates
Investment adviser representative at Stratos Wealth Partners, Ltd
10 yearsExperience
1 stateRegistered in
$18.6BFirm assets
16 yearsFirm in business
Are you William Coates? Claim your profile
Contact this firm
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
10 years in the industry.
- Stratos Wealth Partners, Ltd.Dec 2025 to now
- LPL Financial LLCJul 2020 to now
- Clear Mountain BankJun 2020 to Dec 2025
- Bank of America, N.A.Apr 2019 to Jun 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2019 to Jun 2020
- Morgan StanleyDec 2018 to Feb 2019
- UnemployedJun 2018 to Dec 2018
- Bishop Ireton - Diocese of ArlingtonAug 2017 to Jun 2018
- Waynesburg UniversityJan 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7044239
- Firm CRD
- 153184