Chris Walling

Fondateur chez Stratos Wealth Partners Ltd.

Finance

Consumer Services

Postes actifs de Chris Walling

Sociétés	Poste	Début	Fin
Stratos Wealth Partners Ltd. Stratos Wealth Partners Ltd. Investment ManagersFinance Stratos Wealth Partners Ltd. (SWP) is a SEC-registered investment advisor headquartered in Beachwood, Ohio. The firm was founded in 2008 by James Lupica and Jeffrey Concepcion. They are owned subsidiary of Stratos Intermediate Holdco LLC. SWP offers investment advisory services to individuals, individual retirement accounts (IRAs), banks and thrift institutions, pension and profit- sharing plans, including plans subject to Employee Retirement Income Security Act of 1974 (ERISA), trusts, estates, charitable organizations, corporations and other business entities.	Fondateur	01/10/2008	-

Sociétés	Poste	Début	Fin
Smith Barney & Co., Inc.	Corporate Officer/Principal	-	-

Denison University

Undergraduate Degree

Internationale

Etats-Unis

Opérationnelle

Founder	1
Corporate Officer/Principal	1
Undergraduate Degree	1

Sectorielle

Finance	3
Consumer Services	2

Fonctions occupées

Actives

Inactives

Sociétés cotées

Entreprise privées

Entreprise privées	2
Stratos Wealth Partners Ltd. Stratos Wealth Partners Ltd. Investment ManagersFinance Stratos Wealth Partners Ltd. (SWP) is a SEC-registered investment advisor headquartered in Beachwood, Ohio. The firm was founded in 2008 by James Lupica and Jeffrey Concepcion. They are owned subsidiary of Stratos Intermediate Holdco LLC. SWP offers investment advisory services to individuals, individual retirement accounts (IRAs), banks and thrift institutions, pension and profit- sharing plans, including plans subject to Employee Retirement Income Security Act of 1974 (ERISA), trusts, estates, charitable organizations, corporations and other business entities.	Finance
Smith Barney & Co., Inc.	Finance

Entreprise privées

Finance

Smith Barney & Co., Inc.

Finance