Advisor at Stratos Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Stratos Wealth Advisors LLC
Location
Reno, NV 89521
Credentials
Series 65
Industry experience
4 years
Andrew Bessette is a financial advisor at Stratos Wealth Advisors LLC with a Series 65 credential and four years of industry experience. He previously worked at RBC Capital Markets and RBC Wealth Management and has a background that includes a role at Real Vision. He is also associated with Reno Tahoe Wealth Management. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, and retirement plans, offering investment management, financial planning, and insurance consulting through a network of supervised investment advisory representatives.
Based on Stratos Wealth Advisors LLC
Based on Stratos Wealth Advisors LLC
Based on Stratos Wealth Advisors LLC
Flat fees for financial plans; flat fees for asset management in limited cases, up to 2.0% of assets under management
$0+: Negotiable, up to maximum 2.0% annually for advisor-managed non-wrap accounts Varies by TPIA program+: Typically tiered fees ranging from 0.15% to 1.05% plus optional 0.10% tax overlay fee for SIMC sub-advised programs; maximum total fee 3.0% including up to 2% SWA fee and 1% TPIA fee
Typically up to $500 per hour; may be higher in some cases
Subscription financial planning services with recurring fees negotiated between IAR and client; may be monthly or quarterly
Account minimum: $10,000 Fee-only: Financial planning and consulting fees are negotiable; hourly fees up to $500/hour typically; flat fees also available for financial plans; subscription financial planning fees may be fixed or tiered monthly or quarterly fees
10615 Professional Circle Suite 206
Reno, NV 89521
Nevada · Texas
Stratos Wealth Advisors LLC
2024 - Present (2 years)
RBC Capital Markets
2021 - 2024 (3 years)
RBC Wealth Management
2020 - 2024 (4 years)
Real Vision
2017 - 2020 (3 years)
Student
2010 - 2017 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Reno, NV
Hatchet Financial, LLC
Series 63, Series 65
Reno, NV
Wolf Pack Wealth
CFP®, Series 66
Reno, NV
Softwealth
CFP®, CFA®, Series 63, Series 65
Reno, NV
Firmament Financial
Series 66
Reno, NV
Klaraos, LLC
Series 63, Series 65
Reno, NV
Caleb Lawrence Registered Investment Adviser Inc.
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