RIA ADVISORY OPERATIONS

RIA Advisory Operations works with advisors that have a desire to use Fidelity, Schwab or TD Ameritrade.  Our team will work directly with our custodial partners to ensure proper account setup, billing and system access. We work with advisors to identify potential new business opportunities with these custodians, as well as, provide cutting edge performance reporting and integration opportunities through Orion.

 

AT-A-GLANCE

 

  • Our Partners
    Fidelity Investments
    Charles Schwab
    TD Ameritrade

     

  • Our Services
    Custodial Setup and Training
    Advisory Account Billing
    Third-Party Integration Setups

  • Orion Services
    Custom Portfolio Reporting
    Account Aggregation Tools
    GIPS Reporting
    Trade Order Management System
    Third-Party Integration

    eMoney
    MoneyGuide Pro, 
    Redtail, etc.

Eric Beahn

Director of Advisory Operations

Autumn Harvey

Client Relationship Manager

Jennifer Pieronek

Director of Advisory Operations

Jocelyn

Maldonado

Operations Analyst

Gregory Elliott

Senior Operations
Analyst

Barbara

Praizner

Office Assistant

Stephanie Spillman

Client Relationship Manager

3750 Park East Drive - Beachwood, OH 44122

Office: (866) 553-9882 - Fax: (440) 505-5609​​​ - Info@stratoswp.com

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Investment advice offered through Stratos Wealth Advisors, LLC, a registered investment advisor.

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