James Charles Conley
Investment adviser representative at Stratos Wealth Advisors LLC
11 yearsExperience
1 stateRegistered in
$5.6BFirm assets
10 yearsFirm in business
Are you James Charles Conley? 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
11 years in the industry.
- Stratos Wealth Advisors, LLCJan 2023 to now
- Mwa Financial Services IncJul 2022 to Jan 2023
- Modern Woodmen of AmericaJun 2022 to Jan 2023
- Rootstown Local SchoolsAug 2015 to Jun 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7602319
- Firm CRD
- 283816