Vincent Charles Donato
Investment adviser representative at Stratos Wealth Partners, Ltd
13 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
13 years in the industry.
- Stratos Wealth Partners, LtdNov 2023 to now
- LPL Financial LLCNov 2023 to now
- Key Investment Services LLCSep 2022 to Oct 2023
- LPL FinancialJun 2021 to Aug 2022
- UnemployedDec 2020 to Jun 2021
- Northwestern MutualMay 2020 to Dec 2020
- Slippery Rock UniversityAug 2019 to May 2021
- Johnson County Community CollegeAug 2018 to May 2019
- Youngstown State UniversityAug 2017 to May 2018
- Mayfield High SchoolAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 7242096
- Firm CRD
- 153184