Advisor at Stratos Wealth Partners, Ltd
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 Partners, Ltd
Location
Dublin, OH 43017
Credentials
CFP®, Series 63, Series 65
Industry experience
11 years
Michael Caligiuri De Jesus is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Stratos Wealth Partners, Ltd. He previously worked at Hamilton Capital Management Inc and operates Caligiuri Financial, where he also provides tax preparation services during tax season. Stratos Wealth Partners offers advisory services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and institutional clients, utilizing an open-architecture platform that supports both advisor-managed and model-based portfolios.
Based on Stratos Wealth Partners, Ltd
Based on Stratos Wealth Partners, Ltd
Financial plans for a flat fee; specific amounts vary and are negotiated, not clearly stated
Hourly consulting services offered; specific rates are negotiated between the IAR and client but no fixed amount stated
Subscription financial planning services with recurring fees negotiated between the IAR and client
Account minimum: $5,000
6350 Memorial Drive
Dublin, OH 43017
Ohio · Texas
Stratos Wealth Partners, Ltd.
2025 - Present (1 year)
Caligiuri Financial
2020 - Present (6 years)
Caligiuri Financial
2018 - Present (8 years)
Hamilton Capital Management Inc
2014 - 2018 (4 years)
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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.
Verified by Warmer
CFP®, ChFC®, Series 65, CLU®
Columbus, OH
ClearMind Capital
I’m the founder of ClearMind Capital, a fee-only financial planning firm focused on helping people approach retirement with clarity and confidence. I work with individuals and families who have saved diligently and want help turning their money into a plan that supports the life they want to live. My role is to bring structure, perspective, and guidance around retirement income, taxes, investment strategy, and long-term decision-making. The goal is simple: help clients feel grounded in their plan and confident in the path ahead.
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Verified by Warmer
Series 65
Delaware, OH
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CFP®, Series 66
Dublin, OH
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Series 65
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