STRATOS
Lindsay Buchholzer Fritz is an experienced professional in operations and advisor onboarding, currently serving as the Director of Advisor Onboarding at STRATOS since June 2024. Prior to this role, Lindsay held the position of Vice President of Operations at Equity Trust Company Brokerage Services for a brief tenure from February 2024 to June 2024. Lindsay's career at Equity Advisor Solutions, LLC. and Equity Trust Company Brokerage Services spans nearly a year as Director of Operations and previously as Director of Operations from May 2016 to March 2024, also serving in roles such as Senior Manager of Operations and Key Account Manager. Before that, Lindsay worked at Curian Capital from November 2004 to April 2016, where responsibilities included managing the Client Services department and supporting the transition of large volumes of business. Lindsay holds a Bachelor's degree in Communication Management from the University of Dayton and is a graduate of Walsh Jesuit High School.
This person is not in any teams
STRATOS
Headquartered in Beachwood, Ohio, Stratos is an independent, partner-owned and operated financial services firm that works solely to facilitate the success of more than 350 independent financial advisors nationwide. The firm provides experienced financial advisors with a reliable infrastructure and resources that allow them the flexibility to develop and grow their own businesses. Stratos offers operational, strategic, and revenue-generating resources to advisors who are interested in going independent or are already independent. With more than 75 executive, functional, and support professionals in place, the firm has assembled a concierge team to assist our advisors in the execution of a full-service solution for their clients. This partnership provides advanced technology and communication tools alongside product and service partners that expand and grow every day, allowing us to further enhance the client experience. For a list of states in which we are registered to do business, please visit www.stratoswealth.com