Advisor at Stratos Wealth Advisors LLC
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Firm
Stratos Wealth Advisors LLC
Location
Naples, FL
Credentials
Series 65
Industry experience
6 years
Michael McCann is a financial advisor with Stratos Wealth Advisors LLC, holding a Series 65 credential and six years of industry experience. His prior work includes roles at Gary Kleiman CPA and Ernst & Young. He is also the owner of McCann & McCann CPA, a CPA firm. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, and financial institutions, offering investment management, financial planning, and insurance consulting. The firm provides access to a variety of advisory programs and employs both independent and affiliated subadvisers to deliver customized investment strategies.
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
Naples, FL
Florida · New York · Texas
Stratos Wealth Advisors, LLC
2019 - Present (7 years)
Gary Kleiman CPA
2018 - 2024 (6 years)
Ernst & Young
2017 - 2018 (1 year)
State University of New York
2012 - 2017 (5 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
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I work with my clients to identify their goals and dreams, assisting them in navigating their individual roadmaps strategically and efficiently toward financial well-being. I was inspired to become a CFP® after spending years in the accounting and tax industry. I worked for Arthur Andersen, LP in New York City as an auditor and later joined my father, Robert Susko, in his tax practice. I recognized the need to serve my clients beyond my role as a Certified Public Accountant. Over the years, I observed how uncomfortable my clients were discussing their finances and how underprepared they were for their retirement. What kept me awake at night though, was how dependent one spouse typically was on the other for handling all the household finances. I noticed traditionally this role fell upon the husband. Since women typically outlive men, I saw too many widows grieving the loss of their spouse while simultaneously trying to put the pieces of their financial puzzle together. I vowed to change this trend. That is why I earned my CFP and why I am so passionate about helping families plan for the future.
Series 65
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