Trael A Robertson
Investment adviser representative at Stratos Wealth Advisors LLC
10 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
10 years in the industry.
- Stratos Wealth Advisors LLCNov 2025 to now
- Stratos Wealth Partners, Ltd.Nov 2025 to now
- Flagship Financial AdvisorsSep 2025 to now
- Alliance Credit Union TexasAug 2024 to Aug 2025
- Social TradeSep 2023 to Dec 2023
- Halo HomesJun 2021 to Aug 2022
- Lubbock Christian UniversityAug 2020 to May 2025
- Trailblazer EpoxyJun 2020 to Jun 2022
- Halo Commercial ConstructionJun 2020 to Aug 2020
- Gone Virtual StudiosJun 2018 to Aug 2018
- Frenship High SchoolAug 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 8194858
- Firm CRD
- 283816