Philip Herbster
Investment adviser representative at Stratos Wealth Partners, Ltd
12 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
12 years in the industry.
- Stratos Wealth Partners, Ltd.Feb 2025 to now
- Touchstone CapitalJun 2024 to Feb 2025
- Mckinley-carter Wealth ServicesMay 2023 to Aug 2023
- New Balance AthleticsMar 2023 to May 2024
- UnemployedSep 2022 to Mar 2023
- First National BankMay 2022 to Aug 2022
- Allison's Tree Farm and LandscapingAug 2018 to Mar 2022
- Seneca Hills Bible CampJun 2017 to Sep 2019
- UnemployedMay 2014 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
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
- 7955621
- Firm CRD
- 153184