William Hunter Coghlan
Investment adviser representative at Stratos Wealth Partners, Ltd
10 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
10 years in the industry.
- Stratos Wealth Partners, LtdJan 2022 to now
- LPL Financial, LLCApr 2021 to now
- Robert Morris UniversityAug 2020 to Apr 2021
- Courier Distribution SystemsJun 2020 to Aug 2020
- Robert Morris UniversityAug 2019 to May 2020
- Oriole CleanersMay 2019 to Aug 2019
- Robert Morris UniversityJan 2019 to May 2019
- Community College of Allegheny CountyAug 2018 to Dec 2018
- Oriole CleanersMay 2018 to Aug 2018
- Community College of Allegheny CountyAug 2017 to May 2018
- Oriole CleanersApr 2017 to Aug 2017
- UnemployedSep 2016 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 7364056
- Firm CRD
- 153184