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
Franklin, TN 37067
Credentials
Series 65
Industry experience
< 1 year
Trael Robertson is a financial advisor at Stratos Wealth Advisors LLC with a Series 65 credential and one year of industry experience. Prior to joining Stratos Wealth Advisors, he has held roles at Flagship Financial Advisors, ALLIANCE Credit Union Texas, and various educational and business positions. Stratos Wealth Advisors serves a diverse clientele including individuals, corporations, charitable organizations, retirement plans, and financial institutions, offering investment management, financial planning, and insurance consulting through a network of independent 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
1000 Corporate Centre Drive, Suite 140
Franklin, TN 37067
Tennessee
Stratos Wealth Partners, Ltd.
2025 - Present (1 year)
Flagship Financial Advisors
2025 - Present (1 year)
ALLIANCE Credit Union Texas
2024 - 2025 (1 year)
Social Trade
2023 - 2023 (1 year)
Halo Homes
2021 - 2022 (1 year)
Lubbock Christian University
2020 - 2025 (5 years)
Trailblazer Epoxy
2020 - 2022 (2 years)
Halo Commercial Construction
2020 - 2020 (1 year)
Gone Virtual Studios
2018 - 2018 (1 year)
Frenship High School
2016 - 2020 (4 years)
All Saints Episcopal School
2012 - 2016 (4 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 66
Franklin, TN
Joel Busboom Financial, LLC
Series 66
Nashville, TN
Boulevard Money
CFP®, Series 66
Nashville, TN
Dirigo Private Wealth
CFP®, Series 63, Series 65
Franklin, TN
Quantitative Solutions, LLC
Series 65
Brentwood, TN
Quants Compete
CFP®
Franklin, TN
Philip M. Watson, Financial Advisor
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