Dayna Marie Smith
Investment adviser representative at Stratos Wealth Advisors LLC
10 yearsExperience
2 statesRegistered in
$5.6BFirm assets
10 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
10 years in the industry.
- Stratos Wealth Advisors, LLCApr 2024 to now
- Cadaret, Grant & Co., Inc.Jan 2022 to now
- Cedar Brook GroupJan 2022 to now
- LPL Financial, LLCNov 2021 to Dec 2021
- The Prudential Insurance Company of AmericaFeb 2021 to Nov 2021
- Pruco Securities LLCJun 2020 to Nov 2021
- UnemployedApr 2020 to Jun 2020
- PainesvilleFeb 2020 to Apr 2020
- Johnson ControlsApr 2018 to Feb 2020
- Julie Billiart SchoolsAug 2016 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Stratos Wealth Advisors LLC
$5.6BAssets managed
5,023Clients
69Advisers
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
- 7286383
- Firm CRD
- 283816