Daniel Ortega
Investment adviser representative at Stratos Wealth Partners, Ltd
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Stratos Wealth Partners, LtdJun 2026 to now
- Stratos Wealth Parners, Ltd.Jun 2026 to now
- Mercer Global AdvisorsFeb 2026 to Jun 2026
- San Diego State UniversityAug 2023 to Jun 2026
- Doordash Inc.Oct 2022 to Aug 2025
- Relionce SolarJun 2021 to Sep 2022
- Southwestern CollegeAug 2018 to Jun 2023
- Castle Park High SchoolJun 2016 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 8301199
- Firm CRD
- 153184