Michael Daniel Gregory
Investment adviser representative at Stratos Wealth Partners, Ltd
10 yearsExperience
1 stateRegistered in
$18.6BFirm assets
16 yearsFirm in business
Are you Michael Daniel Gregory? 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
10 years in the industry.
- Stratos Wealth Partners, Ltd.Jun 2026 to now
- LPL Financial LLCMay 2026 to now
- UnemployedJan 2026 to May 2026
- Equitable Advisors, LLC.Jun 2025 to Jan 2026
- UnemployedJan 2025 to Jun 2025
- Ohio International Consulting ProgramMay 2023 to Jul 2023
- Ohio University Integrated Business ClusterAug 2022 to Dec 2022
- Adcal IncJun 2022 to Aug 2022
- Petitti Garden CentersMay 2021 to Aug 2021
- Ohio UniversityAug 2020 to Dec 2024
- Brunswick High SchoolAug 2016 to Aug 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 8103838
- Firm CRD
- 153184