Carson J Kiley
Investment adviser representative at Stratos Wealth Advisors LLC
9 yearsExperience
1 stateRegistered 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
9 years in the industry.
- Stratos Wealth Advisors, LLCMar 2025 to now
- AlcNov 2023 to Feb 2025
- HonorariumAug 2022 to Nov 2023
- Hcl TechJun 2022 to Aug 2022
- Ohio State UniversityJan 2022 to Jun 2022
- Tailored ManagementAug 2021 to Jan 2022
- Molo FinanceDec 2020 to Jun 2021
- Eco Partner SolutionsJun 2020 to Sep 2020
- Ohio State UniversityJan 2020 to Jun 2020
- Nieman PlumbingMay 2016 to Dec 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8120423
- Firm CRD
- 283816